Managers AMG Essex Large Cap Growth 800 Connecticut Avenue Map
Phone: 800-548-4539
| Category: | Large Growth | | Fund Family: | Managers Funds | | Net Assets: | 44.94M | | Year-to-Date Return: | -7.61% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-84 |
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David M. Goss
Lead Manager since
01-May-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: | $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; income is secondary consideration. The fund invests at least 80% of total assets, plus the amount of any borrowing for investment purposes, in securities of large-capitalization companies. The term large-capitalization companies refer to companies with capitalizations that are within the range of capitalizations of companies in the Russell 1000 Growth index. |
| Last Dividend
(26-Dec-96):
| 0.10 | | Last Cap Gain
(26-Dec-00):
| 4.66 | | Annual Holdings Turnover
| 116.00% | | Average for Category:
| 98.99% |
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| Expense | MGCAX | Category Avg | | Total Expense Ratio: | 1.24%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$405 | $623 | | 5 Yr Expense Projection*: |
$708 | $956 | | 10 Yr Expense Projection*: |
$1,557 | $1,887 |
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