Munder Large-Cap Growth A 480 Pierce Street Birmingham MI 48009 Map
Phone: 800-438-5789
| Category: | Large Growth | | Fund Family: | Munder | | Net Assets: | 11.96M | | Year-to-Date Return: | 19.15% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Aug-93 |
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Michael P. Gura
Lead Manager since
30-Dec-05 | | | Gura is a senior portfolio manager with MCM, his employer since 1995. Prior to joining the firm, he was a senior equity analyst with Woodridge Capital Management. Between 1986 and 1994, Gura served first as a financial and tax planning analyst, and most recently as an investment officer with Manufactures National Bank. He has 14 years of investment experience. From 2002 to 2003, Gura served as director of research. Gura holds the Chartered Financial Analyst and Certified Financial Planner designations. |
| 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 the equity securities of large-capitalization companies. Large-capitalization companies are those companies with market capitalizations within the range of companies included in the Russell 1000 Growth index. The fund typically holds 60 to 90 stocks. It may invest in exchange-traded funds (ETFs) to manage cash. |
| Last Dividend
(11-Dec-97):
| 0.01 | | Last Cap Gain
(27-Dec-07):
| 0.25 | | Annual Holdings Turnover
| 91.00% | | Average for Category:
| 101.52% |
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| Expense | MUSAX | Category Avg | | Total Expense Ratio: | 1.45%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 983 | $658 | | 5 Yr Expense Projection*: |
$ 1,298 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,189 | $2,035 |
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