Managers Small Cap
800 Connecticut Avenue
Map
Phone: 800-548-4539
| Category: | Small Growth | | Fund Family: | Managers Funds | | Net Assets: | 51.14M | | Year-to-Date Return: | -31.19% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Sep-97 |
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Grant R. Babyak
Lead Manager since
31-Dec-02 | | | Babyak is a chief executive officer and senior portfolio manager for TimesSquare Capital Management, his employer since 2000. Prior to TimesSquare, he was a senior vice president and portfolio manager with Fiduciary Trust Company International, his employer since 1996. Prior to that, he worked for six years at Avatar Associates as an institutional portfolio manager and two years as an analyst at United States Trust Company. |
| 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 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 U.S. small-capitalization companies. It primarily invests in the common and preferred stocks of U.S. small-capitalization companies, which typically have market capitalizations of less than $2.5 billion at the time of initial purchase. The fund typically limits its investments in any single company to 5% of the funds total assets. |
| Last Dividend
(15-Dec-97):
| 0.00 | | Last Cap Gain
(15-Dec-00):
| 1.68 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 115.78% |
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| Expense | MSSCX | Category
Avg | | Total Expense Ratio: | 1.39%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$446 | $680 | | 5 Yr Expense Projection*: |
$771 | $1,078 | | 10 Yr Expense Projection*: |
$1,691 | $2,142 |
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6.54% Nasdaq 
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