Munder S&P MidCap Index Eq Y Munder Funds 480 Pierce Street Birmingham MI 48009 Map
Phone: 800-468-6337
| Category: | Mid-Cap Blend | | Fund Family: | Munder | | Net Assets: | 20.93M | | Year-to-Date Return: | -6.10% | | Yield: | 0.85% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Feb-98 |
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Kenneth A. Schluchter, III
Lead Manager since
04-Nov-99 | | | Schluchter is director of domestic investments and portfolio manager with World Asset Management, his employer since 1995. Prior to joining the firm, he was a systems developer and data analyst for Compuware Incorporated and a business analyst for Central Transport Incorporated. He also ensures that all Munder Funds advised by World Asset Management comply with established investment policies and objectives, and helps design and implement World Asset Managements portfolio analytical and reporting systems. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide performance and income that is comparable to the Standard & Poor's MidCap 400 index (S&P MidCap 400). The fund normally invests at least 80% of assets in equity securities of companies in the S&P MidCap 400. It typically holds all 400 stocks included in the S&P MidCap 400, in approximately the same proportions as they are represented in the index. The fund tries to achieve a correlation between the performance of its portfolio and that of the S&P MidCap 400 of at least 0.95. |
| Last Dividend
(26-Jun-08):
| 0.03 | | Last Cap Gain
(27-Dec-07):
| 0.87 | | Annual Holdings Turnover
| 11.00% | | Average for Category:
| 91.05% |
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| Expense | MIMIX | Category Avg | | Total Expense Ratio: | 0.59%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.32% | | Max Deferred Sales Load: | 0.00%
| 2.49% | | 3 Yr Expense Projection*: |
$189 | $621 | | 5 Yr Expense Projection*: |
$329 | $958 | | 10 Yr Expense Projection*: |
$738 | $1,896 |
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