Managers AMG Systematic Mid Cap Value A
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | Mid-Cap Value | | Fund Family: | Managers Funds | | Net Assets: | 7.69M | | Year-to-Date Return: | -16.49% | | Yield: | 0.31% | | Morningstar Rating: | N/A | | Fund Inception Date: | 21-Dec-06 |
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Ron Mushock
Lead Manager since
21-Dec-06 | | | Mushock is a portfolio manager and senior equity analyst and has been with the firm since 1997. Mushock 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 to achieve long-term capital appreciation. The fund normally invests at least 80% of total assets in mid-capitalization companies, the capitalizations of which are within the range of capitalizations of companies in the Russell Midcap® Value index. It invests in a diversified portfolio consisting of approximately 60 to 80 common and preferred stocks of mid-capitalization companies, which will generally be listed on the New York Stock Exchange, the American Stock Exchange, or NASDAQ. |
| Last Dividend
(26-Dec-07):
| 0.03 | | Last Cap Gain
(26-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 122.00% | | Average for Category:
| 79.81% |
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| Expense | SYAMX | Category
Avg | | Total Expense Ratio: | 1.23%
| 1.37% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$1,148 | $637 | | 5 Yr Expense Projection*: |
$1,626 | $957 | | 10 Yr Expense Projection*: |
$2,939 | $1,920 |
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11.08% Nasdaq 0.00%
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