Managers AMG FQ Tx-Mgd U.S. Eq A
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | Large Blend | | Fund Family: | Managers Funds | | Net Assets: | 15.38M | | Year-to-Date Return: | -35.82% | | Yield: | 0.54% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Mar-06 |
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Christopher G. Luck
Lead Manager since
18-Dec-00 | | | Luck is a partner and director of equity portfolio management with First Quadrant, his employer since 1995. Prior to joining First Quadrant, he spent eight years at BARRA, most recently as Director of Sponsor Services. He is currently an instructor for the CFA Review Course of the Los Angeles Society of Financial Analysts. Luck holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to maximize long-term after-tax returns. The fund invests at least 80% of total assets in equity securities, generally common stocks and preferred. It invests in equity securities that reflect industry, earning growth, valuation and similar characteristics of the Russell 3000 Index. The fund invests in 75 to 250 stocks using quantitative models that analyze top-down conditions and bottom-up data to enhance long-term returns through the stock selection process. |
| Last Dividend
(26-Dec-07):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 65.00% | | Average for Category:
| 71.85% |
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| Expense | MFQAX | Category
Avg | | Total Expense Ratio: | 1.24%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$961 | $572 | | 5 Yr Expense Projection*: |
$1,246 | $876 | | 10 Yr Expense Projection*: |
$2,058 | $2,504 |
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6.54% Nasdaq 
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