Managers AMG Chicago Eq Part Bal C
800 Connecticut Avenue
Map
Phone: 800-548-4539
| Category: | Moderate Allocation | | Fund Family: | Managers Funds | | Net Assets: | 3.50M | | Year-to-Date Return: | -6.02% | | Yield: | 1.40% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Feb-98 |
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David C. Coughenour
Lead Manager since
01-May-06 | | | Coughenour joined Chicago Equity Partners in 1989 and has fifteen years of industry experience. He oversees our quantitative research capabilities and he is personally responsible for following and analyzing the capital goods and energy sectors. Coughenour assisted in the development of and is still responsible for our proprietary quantitative model. Coughenour holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks high total return, consistent with the preservation of capital and prudent investment risk. The fund invests approximately 50-65% of total assets in stocks and equity securities and the remainder in bonds and other fixed income securities, as well as cash or cash equivalents. It may also invest at least 25% of total assets in fixed-income senior securities and below-investment grade securities. |
| Last Dividend
(25-Jun-08):
| 0.04 | | Last Cap Gain
(21-Dec-00):
| 3.10 | | Annual Holdings Turnover
| 206.00% | | Average for Category:
| 71.15% |
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| Expense | MBECX | Category
Avg | | Total Expense Ratio: | 1.98%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 1.00%
| 2.76% | | 3 Yr Expense Projection*: |
$721 | $626 | | 5 Yr Expense Projection*: |
$1,265 | $953 | | 10 Yr Expense Projection*: |
$2,752 | $1,864 |
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1.49% Nasdaq 
0.27%
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