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Overall Morningstar
Rating™
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| What is this?
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As of 2013-04-30 |
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Out of
Mid-Cap Growth Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar?
Style Box™
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| What is this?
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Medium |
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Growth |
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As of
2013-03-31 |
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| Day Change |
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$ 0.42 |
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| NAV
(2013-05-17)
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$ 38.92 |
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| YTD Return %
(2013-05-17)
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| 18.84%
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| Total Assets ($ mil) |
| 5,279 |
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| Growth of $10,000 |
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Fund: |
Munder Mid-Cap Core Growth Y |
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(from
2003-01-01
to 2013-04-30)
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Category: |
Mid-Cap Growth |
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Index: |
S&P 500 TR |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-05-17 |
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Inception date: 1998-06-24 |
10yr and Inception Returns as of 2013-04-30 |
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YTD Returns as of 2013-05-17 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-438-5789 or visit www.munderfunds.com. |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
0.0 |
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Stocks |
99.6 |
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Bonds |
0.0 |
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Other |
0.4 |
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Foreign Stocks |
2.0 |
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(as a % of Assets) |
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| Holding Status |
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| Total Number of Stock Holdings |
82 |
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Turnover % |
10 |
| Total Number of Bond Holdings
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0 |
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30 Day SEC Yield %
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--- |
| % of Assets in Top 10 Holdings |
18.35 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-03-31 |
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YTD Return through 2013-05-17 |
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Fund Inception: 1998-06-24 |
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Portfolio Manager (Start Date) |
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Tony Y. Dong
(2001-02-01)
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Tony Y. Dong, CFA | Managing Director, Mid-Cap Equity and Senior Portfolio Manager
Tony is a member of the management, strategy and product policy committees at the firm. Tony joined Munder Capital in 1988 as a portfolio manager for Munder Capital’s Growth at a Reasonable Price (GARP) investment discipline. He was promoted to Senior Portfolio Manager in 1994 and to Managing Director, Mid-Cap Equity in 2006. Before joining Munder Capital in 1988, Tony was an investment officer for the Trust Investment Department of Manufacturers Bank, where he served as an equity securities analyst and portfolio manager for institutional accounts. Tony holds a B.B.A. (with distinction) from the University of Michigan and an M.B.A. in finance from Wayne State University. He has earned the Chartered Financial Analyst® designation and is a member of both the Investment Analysts Society of Detroit and the CFA Institute. |
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Brian S. Matuszak
(2005-12-30)
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Brian S. Matuszak, CFA | Senior Equity Analyst
Brian, who has 15 years of investment industry experience, analyzes equity securities for Munder Capital’s mid-capitalization core growth, mid-cap growth and small-cap/mid-cap blend equity strategies. He assists with portfolio strategy, sector analysis, stock selection, and the monitoring of companies owned in the portfolio. Before becoming an equity analyst, Brian served two years as an internal wholesaler for Munder Capital. Prior to joining Munder Capital in 2000, he was a financial advisor for Prudential Securities. Brian also has experience as a micro-economics instructor at Macomb Community College. He earned both a B.B.A. in finance and accounting (with distinction), and an M.S. in applied economics from the University of Michigan. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society of Detroit. |
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George L. Sanders II
(2006-09-30)
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Sanders II is a senior equity research associate with MCM. He has been a member of Munder’s mid-cap core growth team responsible for cash management since the fourth quarter of 2006. He also provides quantitative equity research for MCMs mid-capitalization (growth and value), small-capitalization (growth and value) and micro-capitalization investment disciplines. Sanders joined MCM in 1995. |
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Geoffrey A. Wilson
(2007-06-29)
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Geoffrey A. Wilson, CFA | Co-Chief Investment Officer and Senior Portfolio Manager
As Co-Chief Investment Officer, Geoff works closely with the Chief Investment Officer overseeing the day-to-day management of investment activities, portfolio monitoring and research. He is also a member of the mid-capitalization core growth, mid-cap growth and small-cap/mid-cap blend equity teams, and the lead manager of the core growth equity strategy. Geoff has over three decades of experience as an investment executive, portfolio manager, and research analyst. The first investment professional to join Munder Capital in 1985, he has been involved in all facets of its research, portfolio management, and investment processes since its inception. During the past 25 years, Geoff has directed the equity research effort, developed tailored client strategies for institutional and high-net-worth clients, and been involved in the management and research of fixed income. Geoff is a CFA® charterholder, a member of the CFA Institute, and a member, former Director and past President of the CFA Society of Detroit. Geoff received a B.A. in Economics from Albion College and an M.B.A. from the University of Michigan. |
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Madan Gopal
(2009-10-31)
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Madan Gopal | Equity Analyst
Madan analyzes equity securities for Munder Capital’s mid-capitalization core growth, mid-cap growth and small-cap/mid-cap blend equity strategies. Madan is responsible for conducting independent research, developing screening tools, and finding good businesses that are currently undervalued. Before becoming an equity analyst, Madan served as an intern with the team generating stock ideas for the mid-capitalization core growth strategy at Munder Capital. Prior to joining Munder Capital in 2008, he was an analyst for Dell, Inc., where he worked on standards-based solutions. Madan received a B.E. in Civil & Environmental engineering from Anna University in India, an M.S. in engineering from the University of Oklahoma and an M.B.A. from the University of Chicago. |
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Gavin Hayman
(2010-02-18)
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Gavin Hayman, CFA | Equity Analyst
Gavin rejoined Munder Capital in February 2010. He analyzes equity securities for the mid-capitalization core growth, mid-cap growth and small-cap/mid-cap blend equity strategies. He also assists with portfolio strategy, sector analysis, stock selection, and the monitoring of companies owned in the portfolio. Prior to rejoining the firm, Gavin was Director of Research at Telemus Capital Partners, a high-net-worth management company. Before that, he was an Institutional Sales Manager at AXA Framlington Investment Managers Group. Prior to that, Gavin served as International Product Manager for the Munder Framlington investment strategies. Before the Munder Framlington assignment, Gavin was a regional manager for Framlington Group, where he promoted all of the investment vehicles offered by the firm. In total, Gavin has 18 years of investment industry experience. He holds an honors degree in Law from the University of Central Lancashire, is a CFA® charterholder, and is a member of the CFA Institute. |
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Robert E. Crosby
(2012-02-14)
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Robert E. Crosby, CFA | Senior Portfolio Manager
Robert is a co-portfolio manager for Munder Capital’s small-cap/mid-cap blend equity strategy and an analyst for the mid-capitalization core growth and mid-capitalization growth equity strategies. Robert has 21 years of investment industry experience and joined Munder Capital in 1993. His investment-related responsibilities have included both analytical and portfolio management roles. Robert is also the lead manager for the real estate (REIT) strategy. Robert received a B.A. in economics from the University of Missouri and an M.S. in economics and finance from Murray State University. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society of Detroit. |
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Sales Charge %
(taken from prospectus dated 2012-12-31)
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| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
1.08 |
based on net assets
(taken from annual report dated 2012-12-31)
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| Correspondence Information |
Munder Series Trust
480 Pierce Street
Birmingham,
MI
48009
USA |
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