Munder Energy B
Munder Funds 480 Pierce Street Birmingham MI 48009
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Phone: 800-438-5789
| Category: | Specialty-Natural Res | | Fund Family: | Munder | | Net Assets: | 35.48M | | Year-to-Date Return: | -8.91% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Mar-01 |
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Michael Bryk
Lead Manager since
30-Dec-03 | | | Bryk is a portfolio manager senior analyst with Munder Capital Management. Prior to joining the firm in 2001, he was a corporate lending underwriter, an equity analyst and a fixed income analyst for Banc One Investment Advisors Corporation. |
| 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 long-term capital appreciation. The fund invests in domestic and, to a lesser extent, foreign energy-related companies. It invests at least 80% of assets in equity securities of energy-related companies. The fund may invest, on a direct or indirect basis, up to 10% of total assets in equity securities of privately-owned energy and power-related companies that plan to conduct an initial public offering (IPO) within several years from the time the fund makes its investment. |
| Last Dividend
| N/A | | Last Cap Gain
(24-Sep-01):
| 0.06 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 126.70% |
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| Expense | MPFBX | Category
Avg | | Total Expense Ratio: | 2.43%
| 1.54% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 5.00%
| 2.36% | | 3 Yr Expense Projection*: |
$1,058 | $647 | | 5 Yr Expense Projection*: |
$1,496 | $1,004 | | 10 Yr Expense Projection*: |
$2,581 | $1,978 |
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1.49% Nasdaq 
0.27%
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