Mutual Fund Insights: Munder Energy A Fund (MPFAX)

In-depth Analysis of Munder Energy A Fund (MPFAX)

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See Munder Energy A Fund (MPFAX) performance details as of January 31, 2010

  

Last Trade: $17.66 on 3/16/2010, Change: +0.15 (0.86%)

  

Fund Manager - Brian Kozeliski

Fund Manager Tenure: 1.1 years   [Similar Funds: MPFBX  MPFTX  MPFYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Kozeliski is portfolio manager with Munder Capital Management. He also provides research, including attribution analysis, for all of MCM?s equity investment disciplines and is a member of MCM?s quantitative support group. From 2000 through 2005, Kozeliski?s role was as a member of MCM?s then division World Asset Management, providing analytical and trading support for World Asset Managements complete equity product line. He joined MCM in 2005. Kozeliski holds the Chartered Financial Analyst designation.  Get more insights on Brian Kozeliski

  

 What we like about Munder Energy A Fund (MPFAX)

Data for Munder Energy A Fund (MPFAX) as of January 31, 2010

• Munder Energy A Fund (MPFAX) ratio of up-years vs down years is greater than 2
• Munder Energy A Fund (MPFAX) has an annual stock turnover rate of 58.00% vs Equity Energy average of 105.19%. It is good that Munder Energy A management does not trade extensively for its return.
• Munder Energy A Fund (MPFAX) is less volatile than its peers as it has a 3-year Standard Deviation of 28.27, lower than category average of 34

  

 What we are cautious about Munder Energy A Fund (MPFAX)

Data for Munder Energy A Fund (MPFAX) as of January 31, 2010

• Munder Energy A Fund (MPFAX) management has been with Munder Energy A Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
• Munder Energy A Fund is a focused fund with 44.28% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Munder Energy A Fund (MPFAX) has a less-than-ideal short-term performance (1-year return 25.40% vs 39.60% Equity Energy category average)
• Munder Energy A Fund (MPFAX) has a less-than-ideal mid-term performance (3-year return -2.17% vs -0.93% Equity Energy category average)
• Munder Energy A Fund (MPFAX) has a less-than-ideal Long-term performance (5-year return 8.11% vs 8.83% Equity Energy category average)
• Munder Energy A Fund (MPFAX) has a Morningstar rating of 3 and below
• Munder Energy A Fund (MPFAX) does not have a good risk adjusted return as its 3-year Alpha of 7.85 is worse than category average of 12.28, and its 3-year Sharpe ratio is 0
• Munder Energy A Fund (MPFAX) has a higher management fee of 1.83% than its Equity Energy average of 1.73%
• Munder Energy A Fund (MPFAX) carries a 5.5% load

See Munder Energy A Fund (MPFAX) performance details as of January 31, 2010

  

  

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Munder Energy A Fund (MPFAX) Net Asset

Track net asset change of Munder Energy A fund (MPFAX)

Date	Net Asset
01/2010	$35.52M
11/2009	$36.64M
10/2009	$36.85M

More historic net asset information on Munder Energy A Fund (MPFAX)

  

Munder Energy A Fund (MPFAX) Portfolio Allocation

Track portfolio allocation change of Munder Energy A fund (MPFAX)

Date	Cash	Stock	Bond	Other
11/2009	0.15%	99.65%	0%	0.19%
09/2009	0.03%	99.26%	0%	0.71%
08/2009	0.09%	99.27%	0%	0.64%

Click here to see more historic asset allocation information on Munder Energy A Fund (MPFAX)

  

Most Recent Top 10 Holdings in Munder Energy A Fund (MPFAX)

Discover what Munder Energy A Fund (MPFAX) manager is buying

30-Nov-09 CHEVRON CORP [6.15%] OCCIDENTAL PET [5.58%] CONOCOPHILLIPS [5.11%] ANADARKO PETROLEUM [4.55%] SCHLUMBERGER LTD [4.44%] EXXON MOBIL CP [4.42%] APACHE CP [3.9%] NATL OILWELL VARCO [3.45%] HALLIBURTON CO [3.35%] EOG RESOURCES INC [3.33%]

30-Sep-09 CHEVRON CORP [7.03%] OCCIDENTAL PET [5.5%] ANADARKO PETROLEUM [4.86%] CONOCOPHILLIPS [4.53%] SCHLUMBERGER LTD [4.2%] EXXON MOBIL CP [4.17%] MURPHY OIL CP HLDG [3.98%] APACHE CP [3.77%] EOG RESOURCES INC [3.27%] HALLIBURTON CO [3.15%]

31-Aug-09 CHEVRON CORP [7.48%] OCCIDENTAL PET [5.49%] CONOCOPHILLIPS [4.84%] EXXON MOBIL CP [4.5%] ANADARKO PETROLEUM [4.39%] SCHLUMBERGER LTD [4.24%] MURPHY OIL CP HLDG [4.22%] APACHE CP [3.73%] EOG RESOURCES INC [3.02%] XTO ENERGY INC [2.98%]

Click here for Stock Holding Change Map in Munder Energy A Fund (MPFAX)

  

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See more information on Munder Energy A Fund (MPFAX)

• Munder Energy A Fund Insights
• Munder Energy A Fund Performance Data
• Munder Energy A Fund News
• Munder Energy A Fund Score Explaination
• Munder Energy A Fund Manager Information
• Historic Munder Energy A Fund Asset Allocation Report
• Historic Munder Energy A Fund Top 10 Holding Tracking
• Historic Munder Energy A Fund Asset Under Management Tracking