The MH Elite Difference

MH Elite Difference

Diversified Portfolio tailored to your Investment needs.

Diversifying your investment(s) among the different asset classes and investing styles is essential to a well designed investment plan. In the following table we have identified eleven major asset classes and the corresponding focus in an asset class or classes for each of our funds that you can use as a guide toward developing a diversified portfolio tailored to your individual investment needs.

Asset Class MH Elite
Small Cap
Fund of Funds
MH Elite
Fund of Funds
MH Elite
Select
Portfolio of Funds
MH Elite
Income
Fund of Funds
Asset Class
MH Elite
Small Cap
Fund of Funds
MH Elite
Fund of Funds
MH Elite
Select
Portfolio of Funds
MH Elite
Income
Fund of Funds
Inflation Protected Securities
✔
U.S. Large Cap Equity ✔
U.S. Mid Cap Equity ✔
U.S. Small Cap Equity ✔ ✔
Developed Foreign Equity ✔
Emerging Market Equity ✔
Real Estate ✔
Natural Resources ✔
Commodities ✔
U.S. Bonds ✔
International Bonds ✔
Inflation Protected Securities ✔

 Within each of the equity asset classes mentioned above, the corresponding MH Elite Fund will invest in a blend of value and growth funds. Remember, over the long term, a broadly diversified multi-asset portfolio, including both stock and bond funds, is more likely to have a greater impact on your overall return then trying to pick the hottest or number one performing fund.

Our Holders Include a Number of Top Performing Mutual Funds

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 managers? A unique opportunity exists when you invest with MH Elite Portfolio of Funds Trust. Our holdings include a number of top performing mutual funds from Fidelity, Glenmede, John Hancock, MFS, Oakmark, Oppenheimer, Primecap and T. Rowe Price that are no longer accepting new applications from individual investors. The simplicity and affordability of investing in a fund of funds is hard to match. Fund minimums are no longer a barrier when you invest with MH Elite Funds. An initial investment of $10,000 is all that is needed to invest with MH Elite Portfolio of Funds Trust. In contrast, the minimum initial investment to purchase the underlying funds in each of our portfolios ranges from $500 to $1,000,000.

 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 multi-asset portfolio of stock and bond funds then look no further than MH Elite Portfolio of Funds Trust.

Look No Further Than MH Elite

If you are looking for one fund family that can provide you with a well-balanced and globally diversified multi-asset portfolio of stock and bond funds then look no further than the series of funds offered by MH Elite Portfolio of Funds Trust. Too often investors buy good funds but assemble bad portfolios. It is not which fund(s) you choose but the mix of funds within the various asset classes that will have the greatest impact on the overall performance of a portfolio. We have compiled a team of portfolio managers we believe manage some of the best funds available today so you only have to make one investment decision.

Investor Behavior is Most Likely to Have a Negative Impact on Investor Returns

All too often, investors will pour money into last year’s winners; chase the hottest sectors and over react to yesterday’s news. In an attempt to satisfy their greed for more, investors invariably will buy high followed by a period of panic selling in which they are willing to sell low to avoid the fear of losing more during a market correction, which historically would be the best time to buy. It appears that investment return is far more dependent on investor behavior than on market performance.

No one knows when market gains will occur and missing just a few of the market’s best days can lower an investor’s return substantially. You have to be in the market to take advantage of market gains as most of the market’s performance has been achieved in a relatively short number of days. Patient investors with realistic expectations understand its time, not timing, that counts when it comes to enhancing their investment return.