Munder Mid-Cap Value Y
480 Pierce Street Birmingham MI 48009
Map
Phone: 800-438-5789
| Category: | Mid-Cap Blend | | Fund Family: | Munder | | Net Assets: | 280.00K | | Year-to-Date Return: | -34.33% | | Yield: | 1.67% | | Morningstar Rating: | N/A | | Fund Inception Date: | 04-Sep-07 |
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Robert E. Crosby
Lead Manager since
04-Sep-07 | | | Crosby is a senior portfolio manager with Munder Capital Management, his employer since 1993. Prior to joining the firm, he served as marketing manager with Ascher Decision Services. He has consulted with team members on certain types of investments, particularly REITs and energy stocks. He is a member of the Investment Analysts Society of Detroit, Inc. Crosby holds the Chartered Financial Analyst designation. |
| 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 long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of mid-capitalization companies with market capitalizations within the range of companies included in the Russell Mid-cap Value index. It may also invest in equity securities of smaller- or larger-capitalization companies. The fund usually invests in domestic and, to a lesser extent, foreign equity securities. It may write covered call options and may invest in exchange-traded funds (ETFs) to manage cash. |
| Last Dividend
(26-Sep-08):
| 0.04 | | Last Cap Gain
(26-Sep-08):
| 0.05 | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 91.13% |
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| Expense | MYMVX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$6,715 | $654 | | 5 Yr Expense Projection*: |
$7,883 | $1,012 | | 10 Yr Expense Projection*: |
$8,132 | $1,941 |
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2.05% Nasdaq 
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