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

Mutual Fund Insights: Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX)

In-depth Analysis of Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX)

Mutual fund chart: Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX)

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See Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) performance details as of January 31, 2010

  

    Last Trade: $10.59 on 3/18/2010, Change: -0.01 (-0.09%)

  

Fund Manager - Roger A. Soderstrom

Fund Manager Tenure: 10.6 years   [Similar Funds: MUTAX  MUTBX  MUTCX  MUTKX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Soderstrom is a senior portfolio manager at Munder Capital Management. Prior to joining MCM in 1997, he had managed the core fixed income portfolio at Foremost Corporation of America since 1987.His other responsibilities include overseeing the trading of tax-exempt fixed income securities and managing taxable client portfolios. He is a member of MCMs insurance asset management group.  Get more insights on Roger A. Soderstrom

  

What we like about Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) What we like about Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX)

Data for Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) as of January 31, 2010

  • Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) management has been with Munder Tax-Free Shrt-Interm Bond Y Fund for 10.6 years
  • Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) has good mid-term performance (3-year return 5.10% vs 3.49% Muni National Short category average)
  • Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) has good Long-term performance (5-year return 3.64% vs 2.92% Muni National Short category average)
  • Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) ratio of up-years vs down years is greater than 2
  • Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) has a Morningstar rating of 4 and above
  • Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) has an annual stock turnover rate of 22.00% vs Muni National Short average of 47.27%. It is good that Munder Tax-Free Shrt-Interm Bond Y management does not trade extensively for its return.
  • Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) has a lower management fee than its Muni National Short average: 0.41% vs 0.83%
  • Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) What we are cautious about Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX)

Data for Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) as of January 31, 2010

  • Munder Tax-Free Shrt-Interm Bond Y Fund is a focused fund with 30.80% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) has a less-than-ideal short-term performance (1-year return 2.99% vs 4.08% Muni National Short category average)
  • Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.68 that is higher than category average of 2.59
See Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) performance details as of January 31, 2010

  

  

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Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) Net Asset

Track net asset change of Munder Tax-Free Shrt-Interm Bond Y fund (MUTYX)

DateNet Asset
01/2010$5.73M
11/2009$6.99M
10/2009$6.19M
More historic net asset information on Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX)

  

Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) Portfolio Allocation

Track portfolio allocation change of Munder Tax-Free Shrt-Interm Bond Y fund (MUTYX)

DateCashStockBondOther
11/20096.64%0%93.36%0%
09/20093.42%0%96.58%0%
08/20094.8%0%95.2%0%
Click here to see more historic asset allocation information on Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX)

  

Most Recent Top 10 Holdings in Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX)

Discover what Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX) manager is buying

30-Nov-09
Lancaster Tex Indpt Sch Dist 5.75% [3.23%]
San Joaquin Hills Calif Transn Sr Lien T [3.21%]
San Jose Evergreen Calif Cmnty G.O. B 5% [3.14%]
Golden St Tob Securitization C As 5.625% [3.12%]
New York N Y Go Bds 5% [3.08%]
Waco Tex Ctfs Obli 5% [3.07%]
Las Vegas Valley Nev Wtr Dist 5% [3.04%]
Jefferson Cnty Ala Swr Rev Swr Re 5.125% [3%]
Metropolitan Council Minn Minn G.O. 4.1% [2.99%]
Hawaii St G O Bds 5.25% [2.92%]

30-Sep-09
Lancaster Tex Indpt Sch Dist 5.75% [3.33%]
San Joaquin Hills Calif Transn Sr Lien T [3.25%]
Golden St Tob Securitization C As 5.625% [3.24%]
San Jose Evergreen Calif Cmnty G.O. B 5% [3.24%]
New York N Y Go Bds 5% [3.23%]
Waco Tex Ctfs Obli 5% [3.17%]
Las Vegas Valley Nev Wtr Dist 5% [3.15%]
Jefferson Cnty Ala Swr Rev Swr Re 5.125% [3.12%]
Metropolitan Council Minn Minn G.O. 4.1% [3.11%]
Hawaii St G O Bds 5.25% [3.03%]

31-Aug-09
Lancaster Tex Indpt Sch Dist 5.75% [3.08%]
San Jose Evergreen Calif Cmnty G.O. B 5% [3.01%]
Golden St Tob Securitization C As 5.625% [3%]
San Joaquin Hills Calif Transn Sr Lien T [2.99%]
New York N Y Go Bds 5% [2.94%]
Waco Tex Ctfs Obli 5% [2.93%]
Las Vegas Valley Nev Wtr Dist 5% [2.91%]
Metropolitan Council Minn Minn G.O. 4.1% [2.91%]
Jefferson Cnty Ala Swr Rev Swr Re 5.125% [2.88%]
Hawaii St G O Bds 5.25% [2.82%]
Click here for Stock Holding Change Map in Munder Tax-Free Shrt-Interm Bond Y Fund (MUTYX)

  

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