Managers Special Equity Managers
800 Connecticut Avenue
Map
Phone: 800-548-4539
| Category: | Small Blend | | Fund Family: | Managers Funds | | Net Assets: | 516.24M | | Year-to-Date Return: | -38.06% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-84 |
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David M. Goldsmith
Lead Manager since
15-Sep-08 | | | Goldsmith joined the Investment Team in 1990. He functions as a transitional manager of the Investment Team in anticipation of his retirement on December 31, 2008. |
| 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 total assets in equity securities (generally, common and preferred stocks). It focuses its investments in securities of small- and medium-capitalization companies pursuant to its investment objective, but has historically invested substantially all of its assets in the securities of U.S. small-capitalization companies. The fund typically invests in companies with capitalizations that are within the range of capitalizations of companies in the Russell 2000 index. |
| Last Dividend
(26-Dec-97):
| 0.07 | | Last Cap Gain
(26-Dec-07):
| 18.73 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 94.90% |
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| Expense | MGSEX | Category
Avg | | Total Expense Ratio: | 1.43%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.60% | | 3 Yr Expense Projection*: |
$465 | $588 | | 5 Yr Expense Projection*: |
$803 | $963 | | 10 Yr Expense Projection*: |
$1,758 | $1,924 |
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6.54% Nasdaq 
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