Munder Energy C
Munder Funds 480 Pierce Street Birmingham MI 48009
Map
Phone: 800-438-5789
| Category: | Equity Energy | | Fund Family: | Munder | | Net Assets: | 11.50M | | Year-to-Date Return: | 21.35% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Mar-01 |
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Brian Kozeliski
Lead Manager since
12-Feb-09 | | | Kozeliski is portfolio manager with Munder Capital Management. He also provides research, including attribution analysis, for all of MCM?s equity investment disciplines and is a member of MCM?s quantitative support group. From 2000 through 2005, Kozeliski?s role was as a member of MCM?s then division World Asset Management, providing analytical and trading support for World Asset Managements complete equity product line. He joined MCM in 2005. Kozeliski holds the Chartered 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 fund seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities of energy-related companies. It may lend securities with up to 33 1/3% of the total assets (including the loan collateral) to qualified institutions. The fund primarily invests in domestic securities, but also invests up to 25% of assets in foreign securities. There is no limit on the market capitalization in which the fund may invest. Further, its equity investments may include publicly traded limited partnerships known as master limited partnerships. From time to time, the fund will use exchange-traded funds (ETFs). |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(24-Sep-01):
| 0.06 | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 104.17% |
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| Expense | MPFTX | Category
Avg | | Total Expense Ratio: | %
| 1.72% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | 1.00%
| 2.75% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $680 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,033 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,038 |
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0.05% Nasdaq 
0.43%
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