Managers AMG Essex Gr Instl
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | Mid-Cap Growth | | Fund Family: | Managers Funds | | Net Assets: | 17.77M | | Year-to-Date Return: | -15.07% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-02 |
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David M. Goss
Lead Manager since
01-Oct-05 | | | Goss is a senior principal and portfolio manager of the company. Prior to joining Essex in 2004, he spent ten years at Alliance Capital Management,L.P. where he was a senior portfolio manager for five years and an equity analyst for five years. Previously, Goss was an engineer scientist at McDonnell Douglas Space Systems Co. in California. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $10,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies with the potential for long-term growth. It may invest in any size company and usually invests in stocks with market capitalizations of $500 million to $100 billion. The fund usually holds 40 to 60 stocks. It focuses on companies Essex believes will grow rapidly in the specialty retail, technology, health care, financial services, energy services, and basic industry sectors. Normally, the fund limits its investment in any single company to 5% of assets. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 171.00% | | Average for Category:
| 117.29% |
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| Expense | MEAIX | Category
Avg | | Total Expense Ratio: | 1.31%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$409 | $696 | | 5 Yr Expense Projection*: |
$708 | $1,084 | | 10 Yr Expense Projection*: |
$1,556 | $2,130 |
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0.29% Nasdaq 
0.14%
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