3 / 5 Stars
2 2 5 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#317 in Large Blend
U.S. News evaluated 498 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 16.03 percent over the past year, 12.04 percent over the past three years, 4.59 percent over the past five years, and 7.23 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.5%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||4.6%|
|10 Years (Annualized)||7.2%|
The investment seeks to provide performance and income that is comparable to the S&P 500® Index. The fund normally invests at least 80% of the fund's assets in equity securities of companies in the S&P 500® Index. In practice, it 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. 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.
Fees are Above Average compared to funds in the same category.
Munder Index 500 Fund has an expense ratio of 0.80 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.