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New - 2010 Tax Planning Guide
Useful reference information and strategies that may help minimize your clients' tax burden.
Download 2010 Guide
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After-Tax & Taxable Equivalent Yield Calculator
Use this calculator to quickly evaluate the effect tax rates will have on the income provided by either a taxable or tax-free bond, at both the current federal income tax brackets and hypothetical income tax-brackets.
Open Calculator
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Federal Taxes & Municipal Bonds
Historical and Current Perspective
A collection of charts and information intended to provide you with a historical and current perspective as you evaluate investing in the municipal bond market.
Download Reference Guide
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PHILOSOPHY
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Seeks to protect principal and provide competitive after-tax income. We achieve this by
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investing in high-quality bonds to minimize credit risk and focusing where the best risk/
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reward is on the yield curve.
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PROVEN RESULTS
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Lipper Award 2009 - Best fund over 3-years and Best Fund over 5-years
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EXPERIENCE
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Lead portfolio manager has 24 years of investment experience and the team averages
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18 years of investment experience, specializing in municipal bonds.
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For more information on the Munder Tax-Free Short & Intermediate Bond Fund, please
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contact our Regional Sales Team at 800.468.6337 or
click here.
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Rising Taxation & The "Sweet Spot" of the Muni Curve Webinar
- March 30, at 4:00 PM EST
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Roger Soderstrom, lead manager of the Munder Tax-Free Short & Intermediate Bond Fund, discusses:
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rising taxation risk, interest rate risk and the "sweet spot," and evaluating credit risk.
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Replay Now Available -
View webinar
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Navigating the Municipal Market
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2009 Lipper Award Winning Manager, Roger Soderstrom, discusses the strategy of the Munder Tax-Free Short & Intermediate Bond.
View webinar
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Past performance does not guarantee future results. Class Y shares have a minimum initial investment of $1,000,000 with limited exceptions as outlined in the Fund′s prospectus.
The Fund (Class Y) was awarded the 2010 Lipper Award for Consistent return among 37 Short-Intermediate Municipal Debt Funds for the three-year period ending 12.31.09. It was also awarded the 2009 Lipper Fund Award for Consistent Return among 40 Short-Intermediate Municipal Debt Funds for the three- and five-year periods ended 12.31.08. Lipper presents the award each calendar year to one fund in each category that has achieved a strong trend of risk- adjusted returns relative to other funds in its category. The Lipper Short Intermediate Municipal Debt Funds Average represents a universe of funds with similar investment objectives. Lipper averages are provided by Lipper Analytical Services, Inc. A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over a 3-, 5- or 10 year period, if applicable. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Lipper Analytical Services, Inc. is an independent mutual fund research and rating service.
A portion of the Fund's income may be subject to state, local and/or federal alternative minimum taxes. Bond funds will tend to experience smaller fluctuations in value than stock funds. However, investors in any bond fund should anticipate fluctuations in price, especially for longer-term issues and in environments of rising interest rates. An investor should consider the Fund's investment objectives, risks, and charges and expenses carefully before sending money. The prospectus and summary prospectus contain this and other important information about the investment company. To obtain a prospectus and summary prospectus, please click here. Please read the prospectus and summary prospectuses carefully before investing. This Fund offers five classes of shares with different sales loads, fees and expense levels that affect performance. Class A, B (open to limited investors only) and C shares have sales loads, while Class K and Y shares are not subject to sales loads. FOR PROFESSIONAL ADVISOR OR INSTITUTIONAL INVESTOR USE ONLY. NOT INTENDED FOR USE WITH THE PUBLIC. This material may not be reproduced, shown or otherwise communicated or quoted to members of the public nor used in written form as sales literature.
Munder Capital Management is the investment adviser to the Munder Funds. Munder Funds are distributed by Funds Distributor, LLC. 03/10
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