Managers AMG Essex Sm/Mic Cp Gr C
800 Connecticut Avenue Norwalk CT 06854
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Phone: 800-548-4539
| Category: | Small Growth | | Fund Family: | Managers Funds | | Net Assets: | 7.93M | | Year-to-Date Return: | -16.43% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Mar-06 |
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Nancy Prial
Lead Manager since
25-Jun-02 | | | Prial is a senior principal and portfolio manager with Essex Investment Management Company, her employer since January 2005, because of the Essexs acquisition of Burridge Growth Partners. She had been with Burridge Growth Partners since March 1998 as senior vice president and chief investment officer. Previously, she spent four years with American Century Investors and before that, ten years with Frontier Capital Management Corporation. Prial 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 long-term capital appreciation. The fund normally invests at least 80% of assets in common and preferred stocks of small-capitalization U.S. companies. It typically invests in common and preferred stocks of U.S. small-capitalization companies with market capitalizations of less than $2.5 billion. The investments include U.S. micro-cap companies, which when initially purchased have market capitalizations that place them among the smallest 5% of companies listed on U.S. exchanges or in the over-the-counter (OTC) market. |
| Last Dividend
| N/A | | Last Cap Gain
(26-Dec-07):
| 0.23 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 113.59% |
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| Expense | MBRCX | Category
Avg | | Total Expense Ratio: | 2.25%
| 1.59% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 1.00%
| 2.65% | | 3 Yr Expense Projection*: |
$703 | $692 | | 5 Yr Expense Projection*: |
$1,205 | $1,095 | | 10 Yr Expense Projection*: |
$2,585 | $2,169 |
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