Munder Mid-Cap Core Growth Y

The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of the fund's assets in equity securities (i.e., common stocks, preferred stocks, convertible securities and rights and warrants) of mid-capitalization companies. Mid-capitalization companies means those companies with market capitalizations within the range of companies included in the S&P MidCap 400® Index. Although the fund will primarily be invested in domestic securities, up to 25% of the fund's assets may be invested in foreign securities.

Key stats

Management firm  Munder
Domicile  United States
Fund Administrator  Munder Capital Management
Global Branding Name  Munder
Fund currency  USD
Launch Date  1998-06-24
ISIN  US6261242423
SEDOL  B3ZNB34
Manager 1 Name  Tony Dong
Manager 2 Name  Brian Matuszak
Fund Strategy  Mid-Cap Growth
Benchmark  Russell Mid Cap TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-09-30
Return - 1 Month  -3.90%
Return - 2 Months  1.45 %
Return - 3 Months  -0.88%
Return - 6 Months  2.42 %
Return - 9 months  4.23 %
Return - 12 Months  13.10%
Annualized return 24 months  19.38 %
Annualized return 36 months  21.43 %
Annualized return 48 months  16.16 %
Annualized return 60 months  16.28 %
Return 120 months  9.94 %
Annualized return since Inception  10.83%
Return YTD  4.23%

Ratings

Morning Star Rating Date   2014-09-30
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  0.75 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Munder
Contact Address 2  480 Pierce Street
Contact city  Birmingham
Contact country  United States
Fund Admin Group  Munder
Web Address  www.munderfunds.com
Custodian  State Street Bank & Trust Co
Phone  (800) 438-5789

Price

Last Price Date  2014-10-17
Pre-tax nav  42.75
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.49
Price change (percentage)  1.16 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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