Why Invest With MH Elite Funds?
Considering the number of mutual funds competing for your investment dollars, it is no wonder that many people may feel trapped in a maze of choices. We, at MH Elite Portfolio of Funds, Inc., have unraveled the maze of performance numbers, manager profiles, fund expenses, risk/reward comparisons, rising stars, falling stars and other selection criteria to compile a team of portfolio managers and funds we believe to be some of the best available today, bringing them together in three funds so you only have to make one investment decision.
As is often the case in the world of fashion, styles come and go. The stock market is no exception when it comes to styles. Today's hottest trends can be tomorrow's closeouts. Investing styles (growth vs. value, large vs. small cap stocks and domestic vs. foreign) can perform like a seesaw routinely falling in and out of favor with investors. For example, value stocks often outperform growth stocks for several years and then growth outperforms value for several years. Forecasting market movements is a challenge even for the so-called experts who never seem to be in agreement when it comes to predicting or anticipating the market's next correction or continued rise. Each equity portfolio will invest in blend of value and growth funds. It is not our intention to swing for the fences but rather employ a disciplined approach to investing,analogous to a contact hitter in baseball who can hit for average and still possess the ability, on occasion, to hit the long ball. Diversifying your investment(s) among the different asset classes and investment styles is essential to a well designed investment plan. Over the long term, a balanced portfolio, including both stock and bond funds, is more likely to have a greater impact on your return then trying to pick the hottest or number one performing fund.
Are you disappointed to find top performing mutual funds closed to new investors? Do high initial fund minimum investment requirements keep you from investing with some of today's best performing managers? A unique opportunity exists when you invest with MH Elite Portfolio of Funds, Inc. Fund minimums are no longer a barrier when you invest with MH Elite Funds. Our holdings also include a number of top performing mutual funds that are no longer accepting applications from individual investors. Below is a list of our holdings as of December 2011 that are currently closed to new investors and/or have initial minimum investment requirements of $10,000 or more *:
| Aegis Hign Yield |
Nuveen Global Infrastructure I |
| Allianz NFJ International Value I | Nuveen Tradewinds Global Resources I |
| Allianz NFJ Small Cap Value I | Perkins Small Cap Value I |
| Artisan Mid Cap Value | Pimco Emerging Local Bond I |
| Blackrock International Opportunitites I | Pimco Fundamental IndexPlus Tr I |
| Blackrock US Opportunitites I | Pimco Small Cap StocksPlUS Tr I |
| Brown Advisory Growth Equity I | Royce Dividend Value Inv |
| DoubleLine Total Return Bond I |
Royce Global Value Inv |
| Dreyus Opportunistic Small Cap | Royce 100 Inv |
| Fairholme | Royce Micro Cap Inv |
| First Eagle Global I |
Schneider Small Cap Value |
| Franklin Gold and Precious Metals Adv | Sterling Capital Equity Income I |
| Harbor International I | Templeton Global Bond Adv |
| Lazard Emerging Markets Equity I | TFS Market Neutral |
| Loomis Sayles Bond I | Virtus Emerging Markets Opportunities I |
| Mainstay ICAP Select Equity I | Wells Fargo Advantage Growth Admin |
*The funds herein are not distributed by MH Elite Portfolio of Funds, Inc.
The simplicity and affordability of investing in a fund of funds is hard to match. An initial investment of $10,000 is all that is needed to invest with MH Elite Portfolio of Funds, Inc. To purchase the current underlying funds in each of our portfolios directly would require an initial investment in excess of $500,000.
MH Investment Management Inc., as advisor to the Funds, reviews and evaluates funds based on their investment style, policies and past performance. Other criteria considered in making a determination include the portfolio manager tenure, fees and expenses, portfolio composition and quality of shareholder services. The sector weightings of an underlying fund are reviewed, as well, for overlap in holdings and to insure the Funds maintain an overall balanced portfolio. The Funds will invest in unaffiliated funds that can be purchased at their net asset value without sales charges, upfront or deferred, and have a maximum limit on 12B-1 fees of .25%. Disappointing performance, a change in portfolio manager or significant style drift may lead to a fund being removed from the portfolio.
If you are looking for one fund family that will provide you with a well balanced and diversified portfolio of domestic, international and emerging market funds covering all equity asset classes (micro, small, mid and large cap funds) and investing styles (value,
blend and growth) then look no further than MH Elite Portfolio of Funds, Inc.
The funds offered by MH Elite Portfolio of Funds are available to U.S. investors only and may not be available in all states. To determine if these Funds are an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus which may be obtained by calling 1-800-318-7969. Please read the prospectus carefully before investing. Mutual fund investing involves risk, including the possible loss of principal.