Managers AMG Systematic Value A 800 Connecticut Avenue Norwalk CT 06854 Map
Phone: 800-548-4539
| Category: | Large Value | | Fund Family: | Managers Funds | | Net Assets: | 57.67M | | Year-to-Date Return: | -36.34% | | Yield: | 1.22% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Feb-06 |
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Kevin McCreesh
Lead Manager since
01-Apr-02 | | | McCreesh joined Systematic in 1996. Previously he served with Mitchell Hutchins. McCreesh is a member of the Association for Investment Management and Research and the New York Society of Security Analysts. McCreesh holds the Chartered Financial Analyst designation. |
| 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 primarily invests in a diversified portfolio of medium- and large-capitalization U.S. companies that are within the range of capitalizations of companies in the Russell 1000® Value index. |
| Last Dividend
(26-Dec-07):
| 0.10 | | Last Cap Gain
(26-Dec-07):
| 0.90 | | Annual Holdings Turnover
| 110.00% | | Average for Category:
| 60.91% |
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| Expense | MSYAX | Category Avg | | Total Expense Ratio: | 1.14%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$932 | $591 | | 5 Yr Expense Projection*: |
$1,197 | $885 | | 10 Yr Expense Projection*: |
$1,952 | $1,741 |
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