3 / 5 Stars
4 5 4 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#28 in Mid-Cap Growth
U.S. News evaluated 219 Mid-Cap Growth 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 27.01 percent over the past year, 17.55 percent over the past three years, 5.11 percent over the past five years, and 10.79 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||16.2%|
|3 Years (Annualized)||17.6%|
|5 Years (Annualized)||5.1%|
|10 Years (Annualized)||10.8%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in the equity securities of mid-capitalization companies. Mid-capitalization companies means those companies with market capitalizations within the range of companies included in the S&P MidCap 400® Index or within the range of companies included in the Russell Midcap® Index. Its investment style, which focuses on both growth prospects and valuation, is known as GARP (Growth at a Reasonable Price). The fund may invest up to 25% of assets in foreign securities.
Fees are Below Average compared to funds in the same category.
Munder Mid-Cap Core Growth Fund has an expense ratio of 1.32 percent.
Risk is Average compared to funds in the same category according to Morningstar.