Munder Energy Y
Munder Funds 480 Pierce Street Birmingham MI 48009
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Phone: 800-438-5789
| Category: | Equity Energy | | Fund Family: | Munder | | Net Assets: | 740.00K | | Year-to-Date Return: | 19.16% | | 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: | $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 primarily invests to a lesser extent, foreign energy-related companies. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities of energy-related companies. Energy-related companies are companies engaged in business within the energy sector and companies in other sectors with at least 50% of sales or earnings derived from or at least 50% of assets dedicated to energy-related activities. The Fund may utilize exchange-traded funds (ETFs) to manage cash. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(25-Sep-01):
| 0.06 | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 97.28% |
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| Expense | MPFYX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.68% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | %
| 2.75% | | 3 Yr Expense Projection*: |
$ 411 | $668 | | 5 Yr Expense Projection*: |
$ 712 | $1,011 | | 10 Yr Expense Projection*: |
$ 1,568 | $1,994 |
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1.80% Nasdaq 
0.12 (0.70%) 
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