Munder Micro-Cap Equity C
Munder Funds 480 Pierce Street Birmingham MI 48009
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Phone: 800-438-5789
| Category: | Small Growth | | Fund Family: | Munder | | Net Assets: | 15.11M | | Year-to-Date Return: | -4.05% | | Yield: | 1.19% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-97 |
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John P Richardson
Lead Manager since
30-Dec-02 | | | Richardson co-manages all mutual funds & SMA in Munder Capital?s Small-Cap Value, Micro-Cap and Mid-Cap/Small-Cap Blend investment disciplines. John joined the SCV portfolio mgt team in 3Q 1999. He was appointed co-manager of the Munder Small-Cap Value Fund in early 2000, and co-manager of the Munder Micro-Cap Equity Fund in early 2002. Prior,he spent a decade managing the firm?s core GARP equity portfolios.Richardson is one of the founders of Munder Capital joining shorty after the firm's inception. |
| 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 capital appreciation. The fund normally invests at least 80% of assets in equity securities of micro-capitalization companies. Micro-capitalization companies are those companies with a market capitalization lower than the largest company in the bottom 75% (based on index weightings) of the Russell 2000 index. The fund may lend securities with a value of up to 33 1/3% of the total assets (including the loan collateral) to qualified institutions. It may invest up to 25% of assets in foreign securities. |
| Last Dividend
(29-Dec-09):
| 0.23 | | Last Cap Gain
(26-Sep-08):
| 3.32 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 131.92% |
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| Expense | MMECX | Category
Avg | | Total Expense Ratio: | 3.10%
| 1.60% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.67% | | 3 Yr Expense Projection*: |
$ 957 | $690 | | 5 Yr Expense Projection*: |
$ 1,625 | $1,094 | | 10 Yr Expense Projection*: |
$ 3,411 | $2,198 |
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