Munder Small-Mid Cap 130/30 A
480 Pierce Street Birmingham MI 48009
Map
Phone: 800-438-5789
| Category: | Mid-Cap Growth | | Fund Family: | Munder | | Net Assets: | 30.00K | | Year-to-Date Return: | -42.96% | | Yield: | 0.90% | | Morningstar Rating: | N/A | | Fund Inception Date: | 08-Oct-07 |
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T. Scott Wittman
Lead Manager since
08-Oct-07 | | | Wittman is managing director, alternative and quantitative investment with Munder Capital Management. Prior to joining the firm in 2005, He was a self-employed Financial Consultant from 2000 to 2005. Wittman was also previously employed by Vantage Investment Advisors (1991-2000), where he began as a senior vice president and served as president and chief investment officer for seven years. Wittman holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of small- to mid-capitalization companies. Small- to mid-capitalization companies are those companies with market capitalizations within the range of companies included in the S&P 1000 index, which is made up of the S&P Small-Cap 600 index and S&P Mid-Cap 400 index, or within the range of companies included in the Russell 2000 index and Russell Mid-cap index. The fund may use exchange-traded funds (ETFs) to manage cash. It may engage short-term trading. |
| Last Dividend
(26-Sep-08):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 118.51% |
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| Expense | MAMSX | Category
Avg | | Total Expense Ratio: | 1.96%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,976 | $697 | | 5 Yr Expense Projection*: |
$N/A | $1,075 | | 10 Yr Expense Projection*: |
$N/A | $2,114 |
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6.54% Nasdaq 
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