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Fund |
| Fund name: Munder Balanced A
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| Symbol: MUBAX
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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 -
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| Minimum Investment: $250
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| 1-Year Profit Projection: N/A
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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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Expenses
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| Annual expense ratio: 1.22
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: 5.50
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Performance
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| Performance 3 Months: 1.86
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| Performance Year to Date: 14.9
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| Performance 12 Months: 27.2
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| Performance 3 Years: 15.6
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| Performance 5 Years: 16.2
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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