3 / 5 Stars
2 2 5 1 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.73 percent over the past year, 15.76 percent over the past three years, 18.09 percent over the past five years, and 7.12 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.8%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||7.1%|
The investment seeks to provide performance and income that is comparable to the S&P 500® Index. The sub-advisor invests, under normal circumstances, at least 80% of the fund's assets in equity securities of companies in the S&P 500® Index. For purposes of this investment strategy, assets of the fund means net assets plus the amount of any borrowings for investment purposes. In practice, the fund typically holds all 500 of the stocks in the S&P 500® Index, which is a capitalization-weighted index that measures the performance of the large-capitalization sector of the U.S. stock market.
Fees are Above Average compared to funds in the same category.
Munder Index 500 Fund has an expense ratio of 0.75 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.