Munder Small-Cap Value C
480 Pierce Street Birmingham MI 48009
Map
Phone: 800-438-5789
| Category: | Small Blend | | Fund Family: | Munder | | Net Assets: | 30.57M | | Year-to-Date Return: | 26.41% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Jan-97 |
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John P Richardson
Lead Manager since
31-Dec-99 | | | Richardson is director, small-cap equity and senior portfolio manager with Munder Capital Management. He is also a member of the portfolio management teams for all mutual fund and separately managed accounts in MCM?s small-capitalization value, micro-cap and mid- cap/small-cap blend investment disciplines. Richardson is one of the founders of MCM, having joined the company shortly after its inception in 1985. Richardson 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 capital appreciation. The fund normally invests at least 80% of assets in equity securities of small-capitalization companies. Small-capitalization companies are those companies with market capitalizations within the range of the companies in the Russell 2000 index. The fund may also invest in equity securities of larger capitalization companies. It may write covered call options. The fund may invest in exchange-traded funds (ETFs) to manage cash. |
| Last Dividend
(26-Sep-08):
| 0.16 | | Last Cap Gain
(26-Sep-08):
| 0.73 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 95.63% |
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| Expense | MCVCX | Category
Avg | | Total Expense Ratio: | 2.09%
| 1.40% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 1.00%
| 2.35% | | 3 Yr Expense Projection*: |
$ 655 | $614 | | 5 Yr Expense Projection*: |
$ 1,124 | $991 | | 10 Yr Expense Projection*: |
$ 2,422 | $1,998 |
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2.03% Nasdaq 
0.02 (0.14%) 
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