MPFAX Rating, Research - Munder Energy A

Munder Energy A (mpfax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 46

Threats + Weaknesses = 32

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mpfax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Munder Energy A (MPFAX) Description: MPFAX is a mutual fund, which is an investment that owns a basket of assets. The MPFAX mutual fund was provided by Munder and this investment vehicle derives the majority of its value from equity holdings (stocks). Munders mutual fund has a short management tenure and is in the small fund size classification. MPFAXs minimum initial investment amount is $2500 while the IRA minimum is $500. MPFAXs expense ratio is roughly 2%. The latest MPFAXs front end load was 6% and the back end load was 0%. The Munder Energy A (MPFAX) mutual fund falls under the equity energy category. MPFAX focuses its investments in USA and MPFAX is focused on the energy industry or fund sector. The Munder Energy A (MPFAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MPFAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MPFAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

The fund seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities (see equity research) of energy-related companies. It may lend securities with up to 33 1/3% of the total assets (including the loan collateral) to qualified institutions. The fund primarily invests in domestic securities, but also invests up to 25% of assets in foreign securities. There is no limit on the market capitalization in which the fund may invest. Further, its equity investments may include publicly traded limited partnerships known as master limited partnerships. From time to time, the fund will use exchange-traded funds (ETFs).

Management Analysis Update

Performance Analysis Update