Munder Healthcare Y Munder Funds 480 Pierce Street Birmingham MI 48009 Map
Phone: 800-438-5789
| Category: | Specialty-Health | | Fund Family: | Munder | | Net Assets: | 3.62M | | Year-to-Date Return: | -5.08% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-96 |
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Thomas R. Wald
Lead Manager since
01-Mar-05 | | | Wald is a senior portfolio manager with Munder Capital Management who is managing healthcare investment discipline, and provides idea generation and research support in the health care sector for other equity disciplines. He rejoined MCM in January 2005, having previously been a senior equity analyst specializing in health care at MCM(1995-1996). From 1997 to 2004, he was a senior vice president and portfolio manager at INVESCO-Denver. Wald holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund normally invests in equity securities of U.S. and, to a lesser extent, foreign companies providing health care, medical services and medical products worldwide. It invests at least 80% of assets in healthcare companies, which are companies for which at least 50% of sales, earnings or assets arise from or are dedicated to health or medical-related activities. There is no limit on the market capitalization of the companies in which the fund may invest. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Dec-00):
| 0.60 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 101.64% |
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| Expense | MFHYX | Category Avg | | Total Expense Ratio: | 1.78%
| 1.67% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.30% | | Max Deferred Sales Load: | 0.00%
| 2.94% | | 3 Yr Expense Projection*: |
$560 | $722 | | 5 Yr Expense Projection*: |
$964 | $1,074 | | 10 Yr Expense Projection*: |
$2,095 | $2,092 |
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