Managers Real Estate Securities
800 Connecticut Avenue
Map
Phone: 800-548-4539
| Category: | Specialty-Real Estate | | Fund Family: | Managers Funds | | Net Assets: | 14.80M | | Year-to-Date Return: | 3.38% | | Yield: | 1.13% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-97 |
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Todd Briddell
Lead Manager since
26-Mar-04 | | | Briddell co-founded Urdang Securities Management in 1995. He has more than 13 years of real estate industry experience. Briddell 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 achieve a combination of income and long-term capital appreciation. The fund invests at least 80% of total assets, plus the amount of any borrowing for investment purposes, in stocks of companies principally engaged in the real estate industry, including real estate investment trusts (REITs). It usually holds approximately 35 to 40 stocks and may make larger investments in individual companies. The fund is non-diversified. |
| Last Dividend
(25-Jun-08):
| 0.02 | | Last Cap Gain
(26-Mar-08):
| 0.02 | | Annual Holdings Turnover
| 126.00% | | Average for Category:
| 107.18% |
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| Expense | MRESX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.44% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.28% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$440 | $627 | | 5 Yr Expense Projection*: |
$761 | $965 | | 10 Yr Expense Projection*: |
$1,669 | $1,916 |
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1.49% Nasdaq 
0.27%
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