Note: The following information has not been updated by the vendor since 08/05/03.
Address: | 480 Pierce Street |
Birmingham, MI 48009 | |
Phone # for sales: | 800 4MUNDER |
Additional Phone #: | 248 647 9200 |
Website: | www.munderfunds.com |
Click link to request additional product information. |
Fund | Expenses | Performance | Additional Comments
Fund TOP |
Fund name: Munder Balanced A |
Symbol: MUBAX |
Portfolio contains these types of investments: US Treasury Bond 8% - US Treasury Note 7% - FHLMC CMO PAC 6.25% - Digitalthink - Intel - FHLMC CMO PAC 6.5% - Advanced Digital Info - Diversa - Laser Pwr - |
Minimum Investment: $250 |
1-Year Profit Projection: N/A |
Brief fund description: Munder Balanced Fund - Class A seeks growth of capital and current income. The fund allocates assets among equities, fixed-income securities, and cash. It invests at least 25% of assets in fixed-income securities. The fund examines the outlook for future returns on each asset class, inflation, interest rates, and long-term corporate earnings growth rates. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features; K shares are sold through institutions that have shareholder services agreements with Munder; Y shares are for institutional investors. Prior to June 28, 1995, the fund was named Ambassador Balanced Fund - Retail A Shares. |
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Annual expense ratio: 1.22 |
Tax Efficiency: N/A |
Load Type:
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Load Percentage: 5.50 |
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Performance 3 Months: 1.86 |
Performance Year to Date: 14.9 |
Performance 12 Months: 27.2 |
Performance 3 Years: 15.6 |
Performance 5 Years: 16.2 |
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Fund Features: N/A |
Fund Strategy: N/A |
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