| 34.63 Net Asset Value | +0.32% 1 Day | +17.91% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | 5.5 Sales Expenses | 2.24% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +8.32% | 3 years | +22.31% | |
| 3 months | +9.59% | 5 years | +8.15% | |
| 1 year | +33.05% | Since inception | +11.81% |
| MMEAX | Category | |
|---|---|---|
| Performance 5-yr return | +8.15% | +7.67% |
| Expense ratio | 2.24% | 1.34% |
| Risk 5 year sharpe ratio | 0.42 | 0.38 |
| Net assets | $85.4M | $748.4M |
| Average market cap | $422.3M | $1.9B |
| Average P/E | 16.2 | 17.7 |
| Portfolio turnover | 56% | 56% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Munder |
| Fund manager & tenure | Daniel Bandi / 2 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $0.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 25.84% |
| Industrial materials | 18.05% |
| Business service | 10.40% |
| Consumer service | 9.69% |
| Energy | 8.59% |
| -- Ssc Goverment Mm Gvxx | 1.80% |
| SCBT SCBT Financial Corporation | 1.32% |
| TYPE Monotype Imaging Holdings Inc. | 1.31% |
| RAS Rait Financial Trust | 1.26% |
| SMA Symmetry Medical, Inc. | 1.16% |
| BBSI Barrett Business Services, Inc. | 1.16% |
| USPH U.S. Physical Therapy | 1.15% |
| LAD Lithia Motors, Inc. Class A | 1.14% |
| TBBK Bancorp, Inc. | 1.14% |
| HF HFF, Inc. Class A | 1.12% |
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