Munder Large Cap Value B
480 Pierce Street Birmingham MI 48009
Map
Phone: 800-438-5789
| Category: | Large Value | | Fund Family: | Munder | | Net Assets: | 2.28M | | Year-to-Date Return: | -10.54% | | Yield: | 0.43% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Aug-94 |
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John F. Kreiter
Lead Manager since
30-Dec-01 | | | Kreiter is a senior portfolio manager with Munder Capital Management. He is a member of the portfolio management teams for MCMs large-cap value and core value investment disciplines, assisting with portfolio strategy and administration. From 1995 to 2001, Kreiter worked in equity research at MCM. Kreiter 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 long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of large-capitalization companies. Large-capitalization companies are those companies with a market capitalization within the range of companies included in the Russell 1000 index. |
| Last Dividend
(26-Jun-08):
| 0.02 | | Last Cap Gain
(27-Dec-07):
| 0.53 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 59.99% |
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| Expense | MUGBX | Category
Avg | | Total Expense Ratio: | 2.17%
| 1.27% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.67% | | 3 Yr Expense Projection*: |
$979 | $588 | | 5 Yr Expense Projection*: |
$1,364 | $902 | | 10 Yr Expense Projection*: |
$2,313 | $1,772 |
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1.49% Nasdaq 
0.27%
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