Munder Small-Cap Value Y
480 Pierce Street Birmingham MI 48009
Map
Phone: 800-438-5789
| Category: | Small Blend | | Fund Family: | Munder | | Net Assets: | 37.14M | | Year-to-Date Return: | 24.43% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Dec-96 |
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John P Richardson
Lead Manager since
31-Dec-99 | | | 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: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | 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. Although the Fund will primarily be invested in domestic securities, up to 25% of the Fund?s assets may be invested in foreign securities. The fund may invest in exchange-traded funds (ETFs) to manage cash and write covered call options. |
| Last Dividend
(26-Sep-08):
| 0.25 | | Last Cap Gain
(26-Sep-08):
| 0.73 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 91.53% |
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| Expense | MCVYX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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0.24% Nasdaq 
0.20%
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