Managers AMG Essex Sm/Mic Cp Gr A
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | Small Growth | | Fund Family: | Managers Funds | | Net Assets: | 137.69M | | Year-to-Date Return: | -44.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Jun-02 |
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Nancy Prial
Lead Manager since
25-Jun-02 | | | Prial came to Essex in January 2005, and has managed the fund (including the Predecessor Account) since 2002. She is a Senior Principal and Portfolio Manager at Essex and has served in those positions since January 2005. Prior to joining Essex, she was Chief Investment Officer with The Burridge Group from 1998 through 2004. Prial holds a 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 net assets, plus the amount of any borrowings for investment purposes, in common and preferred stocks of small-capitalization U.S. companies. Its investments include U.S. micro-cap companies, which, at the time of purchase, have capitalizations that place them among the smallest 5% of companies listed on U.S. exchanges or in over-the counter (OTC) markets. The fund may also invest in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
(26-Dec-07):
| 0.24 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 115.78% |
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| Expense | MBRSX | Category
Avg | | Total Expense Ratio: | 1.49%
| 1.59% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,022 | $680 | | 5 Yr Expense Projection*: |
$1,346 | $1,078 | | 10 Yr Expense Projection*: |
$2,263 | $2,142 |
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