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Fund Intelligence | Best Managers | MHCRX Insights | MHCRX Score | MHCRX Performance | MHCRX Manager | MHCRX News | MHCRX Allocation | MHCRX Holdings Change

Mutual Fund Insights: Munder Healthcare R Fund (MHCRX)

In-depth Analysis of Munder Healthcare R Fund (MHCRX)

Mutual fund chart: Munder Healthcare R Fund (MHCRX)

3 months
6 months
1 year
3 year
5 year

See Munder Healthcare R Fund (MHCRX) performance details as of February 28, 2010

  

    Last Trade: $24.75 on 3/19/2010, Change: +0.06 (0.24%)

  

Fund ManagerFund Manager - Michael P. Gura

Fund Manager Tenure: 1.4 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

  

What we like about Munder Healthcare R Fund (MHCRX) What we like about Munder Healthcare R Fund (MHCRX)

Data for Munder Healthcare R Fund (MHCRX) as of February 28, 2010

  • Munder Healthcare R Fund (MHCRX) has an annual stock turnover rate of 36.00% vs Health average of 169.11%. It is good that Munder Healthcare R management does not trade extensively for its return.
  • Munder Healthcare R Fund (MHCRX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.66, lower than category average of 18.82

  

What we are cautious about Munder Healthcare R Fund (MHCRX) What we are cautious about Munder Healthcare R Fund (MHCRX)

Data for Munder Healthcare R Fund (MHCRX) as of February 28, 2010

  • Munder Healthcare R Fund (MHCRX) management has been with Munder Healthcare R Fund for only 1.4 years, it is hard to judge manager's ability based on this fund's operation record
  • Munder Healthcare R Fund is a focused fund with 48.78% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Munder Healthcare R Fund (MHCRX) has a less-than-ideal short-term performance (1-year return 32.15% vs 40.03 % Health category average)
  • Munder Healthcare R Fund (MHCRX) has a less-than-ideal mid-term performance (3-year return -2.12% vs 0.87 % Health category average)
  • Munder Healthcare R Fund (MHCRX) has a less-than-ideal Long-term performance (5-year return 1.08% vs 4.77 % Health category average)
  • Munder Healthcare R Fund (MHCRX) ratio of up-years vs down years can be improved
  • Munder Healthcare R Fund (MHCRX) has a Morningstar rating of 3 and below
  • Munder Healthcare R Fund (MHCRX) does not have a good risk adjusted return as its 3-year Alpha of 1.11 is worse than category average of 4.96, and its 3-year Sharpe ratio is -0.16
  • Munder Healthcare R Fund (MHCRX) has a higher management fee of 2.53% than its Health average of 1.98%
  • Even though Munder Healthcare R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Munder Healthcare R Fund (MHCRX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Health category?

Below are some additional Health mutual funds generated out of our database

  

Munder Healthcare R Fund (MHCRX) Net Asset

Track net asset change of Munder Healthcare R fund (MHCRX)

DateNet Asset
02/2010$55.68M
01/2010$50.00K
11/2009$70.00K
More historic net asset information on Munder Healthcare R Fund (MHCRX)

  

Munder Healthcare R Fund (MHCRX) Portfolio Allocation

Track portfolio allocation change of Munder Healthcare R fund (MHCRX)

DateCashStockBondOther
11/20091.03%98.97%0%0%
09/20090.86%99.14%0%0%
08/20090.41%99.59%0%0%
Click here to see more historic asset allocation information on Munder Healthcare R Fund (MHCRX)

  

Most Recent Top 10 Holdings in Munder Healthcare R Fund (MHCRX)

Discover what Munder Healthcare R Fund (MHCRX) manager is buying

30-Nov-09
ABBOTT LABORATORIES [6.98%]
MERCK CO INC [6.83%]
PFIZER INC [5.99%]
JOHNSON AND JOHNS DC [5.22%]
Amgen Inc. [4.99%]
Gilead Sciences, Inc. [4.61%]
LILLY ELI CO [4.52%]
BRISTOL-MYERS SQUIBB [4.47%]
MEDTRONIC INC [4.11%]
MEDCOHEALTH SOLUTNS [3.67%]

30-Sep-09
ABBOTT LABORATORIES [6.66%]
JOHNSON AND JOHNS DC [6.02%]
PFIZER INC [5.64%]
MERCK CO INC [5.44%]
Amgen Inc. [4.93%]
BRISTOL-MYERS SQUIBB [4.89%]
WYETH [4.87%]
Gilead Sciences, Inc. [4.69%]
BAXTER INTL INC [4.47%]
Schering-Plough Corporation [3.83%]

31-Aug-09
ABBOTT LABORATORIES [5.95%]
JOHNSON AND JOHNS DC [5.84%]
PFIZER INC [5.57%]
MERCK CO INC [5.45%]
WYETH [4.92%]
Amgen Inc. [4.78%]
BRISTOL-MYERS SQUIBB [4.7%]
Gilead Sciences, Inc. [4.65%]
BAXTER INTL INC [4.36%]
Schering-Plough Corporation [3.95%]
Click here for Stock Holding Change Map in Munder Healthcare R Fund (MHCRX)

  

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