MHI Funds LLC

MHI FUNDS, LLC is a Delaware-based Limited Liability Company that currently employs 35 professionals, including 9 advisors. Although the exact number of clients served by the firm is undisclosed, its SEC status was approved on December 15, 2015.

• BRIAN HELHOSKI

  CHIEF FINANCIAL OFFICER owns less than 5%

• CHARLES MICHAEL ATKINS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• LOWELL GLASER MILLER

  CHIEF INVESTMENT OFFICER owns less than 5%

• MILLER HOWARD INVESTMENTS INC

  MANAGING MEMBER owns 75% or more

• MILLER/HOWARD INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP TRUST

  TRUST owns 75% or more

• SPINNAKER TRUST

  TRUSTEE

• Miller Howard Investments Inc

• MHI Funds’ 2020 Investments: A Comparison of Q4 and Q1 Holdings

• GILEAD SCIENCES INC $3,241k
• CITIGROUP INC $3,042k
• PFIZER INC $3,019k
• VERIZON COMMUNICATIONS $2,879k
• FNF GROUP $2,805k
• ENTERPRISE PRODS $2,779k
• CITIZENS FINANCIAL $2,760k
• AES CORP $2,755k
• TARGET CORPORATION $2,724k
• CISCO SYSTEMS INC $2,715k