2020 Distributions – Estimates
The Muhlenkamp Fund paid distributions in 2020. The record date for the distributions was December 29, 2020
and the ex-dividend date, reinvestment date, and payable date was December 30, 2020
You received the following distributions based on the shares you owned as of December 29, 2020:
|Type of Distribution
|Income Dividend Distribution
||$0.12993838 per share
|Short-term Capital Gains Distribution
||$0.00000000 per share
|Long-term Capital Gains Distribution
||$4.78253000 per share
Please see the Fund Distributions page
for additional information including distribution frequently asked questions (FAQs).
Note: This information is for tax planning purposes and should not be used for tax reporting.
Important Tax Return Documents Available
Your current Muhlenkamp Fund tax form is now available for viewing online at: Account Access.
After logging in and accessing your account, select STATEMENTS under the STATEMENTS & HISTORY menu and click on the TAX FORMS tab. A listing of the available tax forms will appear. Click on the tax form link you would like to view; it will open in a new window in a PDF format. You will need Acrobat Reader to view your tax form, which is available as a free download.
If you have any questions concerning your account, difficulty viewing your statement, or require additional assistance, please contact a Shareholder Services Representative at (800) 860-3863. Shareholder Services Representatives are available Monday to Friday from 9:00 a.m. to 8:00 p.m. ET.