About

An investor should consider the 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 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 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.

An investor should consider the 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 up to six classes of shares. Class A, Class B and Class C shares carry front-end or contingent deferred sales charges. Class A and Class C shares are available to all investors. Class B shares are currently subject to a soft close and are therefore only available to limited categories of investors. Class K shares are only offered to customers of certain financial institutions, Class Y shares are only offered to institutional investors or financial institution customers meeting certain criteria, and Class R shares, if available, are only offered through 401(k) and other similar plans or programs as described in the applicable Fund’s prospectus.

An investor should consider the 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?
Class A and Class C shares are available to all investors. Class B shares are currently subject to a soft close and are therefore only available to limited categories of investors. The Funds also offer Class K, Class Y and, in some cases, Class R shares. Generally, Class K shares are only offered to customers of certain financial institutions, Class Y shares are only offered to institutional investors of financial institution customers meeting certain criteria and Class R shares are only available through 401(k) plans and other similar plans or programs as described in the applicable Funds’ prospectuses. For more information on Class K, Class Y and Class R shares, please read the Funds’ prospectuses.

An investor should consider the 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.

Class A: Front-end sales charge load. Quantity discounts and letters of intent can be applied to reduce these sales charges. Has lower annual expenses than Class B or Class C shares.

Class B: No front-end sales charge. All of your money goes to work for you right away. A contingent deferred sales charge (CDSC) on shares you withdraw within six years of purchase. Higher annual expenses than Class A shares. Automatic conversion to Class A shares approximately eight years after issuance, thus reducing future annual expenses.

Class C: No front-end sales charge. All of your money goes to work for you right away. A contingent deferred sales charge (CDSC) on redemptions made within the first year after investing. Shares do not convert to another class. Higher annual expenses than Class A shares.

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 or Class Y shares?
Class K shares are offered almost exclusively through Comerica Bank. Please call the Comerica Securities Client Service Center to speak with a Comerica Bank representative.

Class Y shares have a minimum initial investment of $1,000,000, with limited exceptions, as outlined in the Funds’ prospectuses.

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), 403(b) s, 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.

The Funds also offer Class K, Class Y and, in some cases, Class R shares. Generally, Class K shares are only offered to customers of certain financial institutions, Class Y shares are only offered to institutional investors of financial institution customers meeting certain criteria and Class R shares are only available through 401(k) plans and other similar plans or programs as described in the applicable Funds’ prospectuses. For more information on Class K, Class Y and Class R shares, please read the Funds’ prospectuses.

An investor should consider the 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 for ticker symbols and CUSIPS of other classes of shares.

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 NAVs for each fund after approximately 6 p.m. daily by clicking here. Or, sign up for a weekly or daily NAV email.

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.

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 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 or Class Y 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.

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):

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 for more information.

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 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:

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 for more information.

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 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 to speak with a Shareholder Services representative.

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