3 / 5 Stars
2 2 5 1 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#247 in Large Blend
U.S. News evaluated 486 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 20.64 percent over the past year, 13.11 percent over the past three years, 18.47 percent over the past five years, and 6.18 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||6.2%|
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. The fund is managed through the use of a "quantitative" or "indexing" investment approach, which tries to replicate the composition and performance of the S&P 500® Index through statistical procedures. The sub-advisor invests in stocks that are included in the S&P 500® Index in approximately the same proportions as they are represented in the index.
Fees are 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.