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| Mutual Fund FAQs |
How do I contact The Munder Funds?
Where can I purchase The Munder Funds?
How do I request information about The Munder Funds?
Is Munder a no-load family of funds?
Which share class should I choose for my investment?
Can I buy Class B shares?
Can I buy Class K shares?
Can I buy Class Y shares?
Where can I find the performance information for Class K, Class Y or
Class I shares?
What is the minimum amount to invest?
Where can I find ticker symbols for The Munder Funds?
Why can't I find the symbols in the paper?
How often are Fund holdings and buys/sells updated?
Can I purchase my shares through brokers and if so, which ones?
I'm a broker and want to access my client's account on-line. Can I do this?
Can I view my account online?
How do I track a Fund's performance?
How do I rollover from an existing IRA to a Munder Fund's IRA?
How do I make an exchange from one Fund to another?
How do I find out if and when you received my application and investment?
How do I make an address change?
How do I increase/decrease my contributions?
Are the Funds available in IRA, Roth IRA, UGMA or IRA roll over accounts?
Does the Fund offer automatic investment and withdrawal plans?
Can investors outside of the U.S. invest in the Funds?
How do I sell my shares?
How do I subscribe or unsubscribe to the weekly NAV e-mail?
How do I close my account?
How do I get cost basis information for my account?
How do I get a Form 1099 for my account?
Ordering Literature
How do I request information on your Funds?
Fill out our Literature Request Form
or download/print an application and prospectus.
Where do I view, download or print an application and prospectus?
Click here to view, download or print a prospectus and application.
An investor should consider a Fund's investment objectives, risks, and charges and expenses carefully before investing or sending money.
This and other important information about the investment company can be found in the Fund's prospectus. To obtain a prospectus, please click
here. Please read the prospectus carefully before investing or sending money.
I'm having problems downloading.
You must have Adobe Acrobat on your computer in order to view the
prospectus. A link to download a free Adobe Acrobat reader is available below.
Download Adobe Acrobat here.
How do I contact The Munder Funds?
Please call 800.4MUNDER (800.468.6337).
Where can I purchase The Munder Funds?
You can purchase shares of the Funds in a number of different ways. You may place orders directly through The Munder Funds or our Distributor or through arrangements with your authorized broker. Please call 800.438.5789 to speak with a Retail Marketing Specialist about brokers we have selling agreements with or to inquire about other ways of purchasing shares of The Munder Funds.
Click here to view, download or print a prospectus and application.
An investor should consider a Fund's investment objectives, risks, and charges and expenses carefully before investing or sending money.
This and other important information about the investment company can be found in the Fund's prospectus. To obtain a prospectus, please click
here. Please read the prospectus carefully before investing or sending money.
How do I request information about The Munder Funds?
To request information about The Munder Funds click here.
Is Munder a no-load family of funds?
No. The Munder Funds offer several different classes of shares, although not all Funds offer the same classes. A complete description of the available classes
can be found in each Fund's prospectus. Class A, Class B and Class C shares carry front-end or contingent deferred sales charges. Other than a $2,500 investment minimum ($500 for
UGMA, UTMA or IRA accounts), there are no eligibility restrictions on Class A, Class B or Class C shares. Class B shares are, however, currently subject to a soft close and are therefore
only available to limited categories of investors. Class K, Class R, Class Y and Class I are not available to all investors. Class K shares are only offered to customers of Comerica Bank
and certain other financial institutions. Class R shares are only offered through 401(k) and other similar plans or programs. Class Y shares are primarily offered to institutional investors
or individual investors purchasing through qualifying financial institutions or employee benefit plans. Class I shares are principally offered only to investors meeting high threshold minimum investment levels.
An investor should consider a Fund's investment objectives, risks, and charges and expenses carefully before investing or sending money.
This and other important information about the investment company can be found in the Fund's prospectus. To obtain a prospectus, please click
here. Please read the prospectus carefully before investing or sending money.
Which share class should I choose for my investment?
A complete description of the available classes can be found in each Fund's prospectus. All of the Munder Funds (except the Tax-Free Money Market Fund) offer Class A and Class C shares, which are available
to all investors. Class B shares, which are currently subject to a soft close and are therefore only available to limited categories of investors, are offered by all of the Munder Funds in existence prior to June 30, 2007.
Class K shares of all of the Munder Funds (except the Technology Fund) are only offered to customers of Comerica Bank and certain other financial institutions. Class R shares, if offered by the Fund, are only available through 401(k)
plans and other similar plans or programs. All of the Munder Funds offer Class Y shares, which are primarily offered to institutional investors or individual investors purchasing through qualifying financial institutions or employee benefit plans.
Class I shares (of the International Fund-Core Equity, International Small-Mid Cap and Small-Mid Cap 130/30 Funds only) are principally offered only to investors meeting high threshold minimum investment levels. For more information on Class K, Class R,
Class Y and Class I shares, please read the Funds' prospectuses.
Can I buy Class B shares?
Existing owners of any account holding Class B shares of a Munder Fund may purchase (including by exchange) additional Class B shares of any Munder Fund in that account and may reinvest dividends and capital gains distributions from Class B shares of a Munder Fund in additional Class B shares of that Fund. In addition, existing owners of any account holding Class B shares of a Munder Fund may purchase Class B shares in new accounts opened in the same registered name alone, in the same registered name jointly with another investor, in the same registered name as custodian for a Uniform Gifts to Minors Act (UGMA) account, or in the name of a trust for which the existing registered owner is the trustee of beneficiary.
Can I buy Class K shares?
Class K shares are offered almost exclusively through Comerica Bank. Please call the Comerica Securities Client Service Center at 800-232-6983 to speak with a Comerica Bank representative.
Can I buy Class Y shares?
Class Y shares have a minimum initial investment of $1 million, with limited exceptions, as outlined in the Funds' prospectuses.
Where can I find the performance information for Class K, Class Y or Class I shares?
Because these share classes are offered primarily to institutional investors or clients of financial institutions, the information is posted on the institutional section of our website, which you can access by
clicking here.
What is the minimum amount to invest?
Subject to certain limited exceptions described in the Funds' prospectuses, the minimum initial investment per fund is $2,500 for all Class A, Class B and Class C accounts except Individual Retirement Accounts (IRAs), Uniform Gifts to Minors Act (UGMA) and Uniform Transfers to Minors Act (UTMA) accounts, where the minimum initial investment is $500. The minimum initial investment for participants in the Automatic Investment Plan (AIP) is $50. We may refuse orders of less than $50 for subsequent investments in all types of accounts. You should select Class A or Class C shares for purchases in excess of $50,000.
Please note, if your balance in a Class A, Class B or Class C fund account falls below any applicable minimum, you may be subject to a $6 quarterly servicing fee.
There is no minimum initial investment for Class K or Class R shares; however, Class K shares are almost exclusively offered only to customers of Comerica Bank, and Class R shares, if offered by a Fund, are only available through
401(k) plans and other similar plans or programs.
The minimum initial investment for Class Y shares is $1 million, subject to limited exceptions that apply to purchases made through qualifying financial institutions or employee benefit plans.
The minimum initial investment for Class I shares is $2 million, subject to limited exceptions that apply to clients of qualifying intermediaries.
A complete discussion of investment minimums and applicable exceptions is contained in the Funds? prospectuses.
An investor should consider a Fund's investment objectives, risks, and charges and expenses carefully before investing or sending money.
This and other important information about the investment company can be found in the Fund's prospectus. To obtain a prospectus, please click
here. Please read the prospectus carefully before investing or sending money.
Where can I find ticker symbols for The Munder Funds?
Ticker symbols and CUSIPS for Class A, Class B, Class C and Class R shares of the Funds can be accessed through our Ticker Symbols and CUSIPS page under the Quick Links section. Please call 800.438.5789 for ticker symbols and CUSIPS of other classes of shares.
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Why can't I find the symbols in the paper?
All share classes of the Munder Funds have been issued a NASDAQ symbol. In order for the Funds to be listed in the various newspapers, the Funds must must be of a certain size, which is determined by each individual publication.
However, you can view our website for the closing net asset values (NAVs) for each fund after approximately 6 p.m. daily by clicking
here. Or,
sign up for a weekly or daily NAV e-mail.
How often are Fund holdings and buys/sells updated?
In compliance with regulatory requirements and our policies relating to disclosure of portfolio information, holdings for all Funds and transactions in selected Funds for the previous month are posted 30 days after month end.
Can I purchase my shares through brokers and if so, which ones?
The Munder Funds are offered through virtually all major brokerage firms, as well as through hundreds of local and regional firms. Call your broker to ask if he or she offers the Munder Funds.
I'm a broker and want to access my client's account on-line. Can I do this?
Please visit here or call 877-546-5412.
Can I view my account online?
Yes. If you have a direct account with the Munder Funds, you can view your transactions, and purchase, sell, redeem or exchange shares
if you are an existing shareholder at the
Account Access link located near the top left corner of your screen. To establish access to your account, you must create a Login ID
and password by providing your social security (or tax identification) number
and your account number. Should you require assistance, please call 800.438.5789
between 8:30 a.m. and 5:30 p.m. EST.
How do I track a Fund's performance?
If you own Class A, Class B, Class C or Class R shares, the information posted on the retail section of our website, which you can access by clicking here. If you own Class K, Class Y or Class I shares, the information is posted on the institutional section of our website, which you can access by clicking here. Shareholders can also sign up to have this information electronically delivered. In addition, the Wall Street Journal and certain local newspapers report information on the performance of certain larger funds. Also, performance information is contained in each Fund's annual and semi-annual reports, which are automatically mailed to shareholders when they are published. To obtain copies of financial reports or performance information, call 800.438.5789.
How do I rollover from an existing IRA to a Munder Funds IRA?
Please call 800.438.5789 to speak with a Shareholder Services representative.
How do I make an exchange from one Fund to another?
Please call 800.438.5789 to speak with a Shareholder Services representative.
How do I find out if and when you received my application and investment?
Please call 800.438.5789 to speak with a Shareholder Services representative.
How do I make an address change?
Please call 800.438.5789 to speak with a Shareholder Services representative.
How do I increase/decrease my contributions?
Please call 800.438.5789 to speak with a Shareholder Services representative.
Are the Funds available in IRA, Roth IRA, UGMA, or IRA roll over accounts?
Yes. Please call 800.438.5789 to speak with a retail marketing specialist.
Does the Fund offer automatic investment and withdrawal plans?
Yes. Please call 800.438.5789 to speak with a Shareholder Services representative.
Can investors outside of the U.S. invest in the Fund?
The Munder Funds are only registered for sale in the United States, Puerto Rico and Guam.
How do I sell my shares?
If you hold your shares through a broker or financial advisor, you must contact him or her to redeem your shares.
If you have a direct account with the Munder Funds, you may redeem your shares by contacting your broker or financial advisor, by mail, by telephone, online or through a Systematic Withdrawal Plan (SWP):
Regular mail:
The Munder Funds
P.O. Box 9701
Providence, RI 02940
Overnight delivery:
The Munder Funds
101 Sabin Street
Pawtucket, RI 02860
The redemption request should contain: (1) your account number; (2) the name of the Fund and amount to be redeemed; (3) signatures of all registered account owners. A medallion signature guarantee may be required for certain redemptions. Please call 800.438.5789 for more information.
Telephone:
To redeem less than $50,000 per day, please call the Funds at 800.438.5789.
Online:
Click on the Account Access link near the top left corner of your screen to redeem less than $50,000.
Systematic Withdrawal Plan (SWP):
If you have an account value of $5,000 or more in a Fund, you may redeem shares on a monthly or quarterly (or annual for IRA accounts) basis. You may enroll in the SWP by completing the Systematic Withdrawal Plan Form. Please call 800.438.5789 for more information.
How do I subscribe or unsubscribe to the weekly NAV e-mail?
You can subscribe by clicking here. You can unsubscribe
by clicking on the link given at the bottom of that e-mail.
How do I close my account?
If you hold your shares through a broker or financial advisor, you must contact him or her to close your account.
If you have a direct account with the Munder Funds, you may close your account by contacting your broker or financial advisor, by mail, by telephone or online:
Regular mail:
The Munder Funds
P.O. Box 9701
Providence, RI 02940
Overnight delivery:
The Munder Funds
101 Sabin Street
Pawtucket, RI 02860
The request should contain: (1) your account number; (2) the name of the Fund and a statement that you intend to redeem all of your shares and close the account; and (3) signatures of all registered account owners. A medallion signature guarantee may be required for certain redemptions. Please call 800.438.5789 for more information.
Telephone:
To close an account with a balance of less than $50,000 per day, please call the Funds at 800.438.5789.
Online:
Click on the Account Access link near the top left corner of your screen to close an account with a balance of less than $50,000.
How do I get cost basis information for my account?
If you hold your shares through a broker or financial advisor, you must contact him or her for that information.
If you have a direct account with the Munder Funds, please call 800.438.5789 to speak with a Shareholder Services representative.
How do I get a Form 1099 for my account?
If you hold your shares through a broker or financial advisor, you must contact him or her for that information.
If you have a direct account with the Munder Funds, please call 800.438.5789 to speak with a Shareholder Services representative.
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Munder Funds distributed by Funds Distributor, LLC.
An investor should consider a Fund's investment objectives, risks, and charges and expenses carefully before investing
or sending money. This and other important information about the investment company can be found in the Fund's prospectus. To obtain a prospectus,
please click here. Please read the prospectus carefully before investing.
099-2-0208
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