Munder Index 500 B
480 Pierce Street Birmingham MI 48009
Map
Phone: 800-438-5789
| Category: | Large Blend | | Fund Family: | Munder | | Net Assets: | 24.20M | | Year-to-Date Return: | 23.48% | | Yield: | 1.25% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-95 |
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Kevin Yousif
Lead Manager since
30-Dec-02 | | | Yousif is a senior portfolio manager of World Asset Management. He joined the firm in 2000 as a portfolio analyst, and is currently responsible for managing over $3 billion in domestic assets and 2,600 individual securities. Yousif is also responsible for the design and implementation of portfolio analytical systems, new products, and portfolio management techniques. He is a member of the domestic equity products group. Yousif holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide performance and income that is comparable to the Standard & Poor's 500 Composite Stock Price index (S&P 500). The fund normally invests at least 80% of assets in equity securities of companies in the S&P 500. It typically holds all 500 of the stocks in the S&P 500. The fund tries to achieve a correlation between the performance of its portfolio and that of the S&P 500 of at least 0.95. It may invest in foreign securities. The fund may also enter into futures contracts in an effort to minimize performance disparity between the fund and the S&P 500. |
| Last Dividend
(28-Sep-09):
| 0.04 | | Last Cap Gain
(29-Dec-08):
| 0.07 | | Annual Holdings Turnover
| 6.00% | | Average for Category:
| 78.74% |
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| Expense | MUXBX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 3.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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