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Munder Balanced A

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.

CATEGORY: MUTUAL FUNDS

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.

Expenses TOP

Annual expense ratio: 1.22
Tax Efficiency: N/A
Load Type: 
  • Front
Load Percentage: 5.50

Performance TOP

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

Additional Comments TOP

Fund Features: 

N/A
Fund Strategy: 

N/A

Fund | Expenses | Performance | Additional Comments

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