Managers AMG FQ US Equity A
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | Large Value | | Fund Family: | Managers Funds | | Net Assets: | 18.59M | | Year-to-Date Return: | 12.19% | | Yield: | 1.44% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-06 |
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Christopher G. Luck
Lead Manager since
07-May-04 | | | Luck is a partner and director of equity portfolio management with First Quadrant, his employer since 1995. Prior to joining First Quadrant, he spent eight years at BARRA, most recently as Director of Sponsor Services. He is currently an instructor for the CFA Review Course of the Los Angeles Society of Financial Analysts. Luck 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: | N/A |
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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 equity securities of issuers located in the U.S. It invests primarily in equity securities (generally common and preferred stocks) of large U.S. companies. The fund may invest at least 65% of total assets in large-cap stocks. |
| Last Dividend
(26-Dec-08):
| 0.13 | | Last Cap Gain
(26-Dec-07):
| 1.61 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.44% |
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| Expense | FQUAX | Category
Avg | | Total Expense Ratio: | 1.04%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 911 | $638 | | 5 Yr Expense Projection*: |
$ 1,166 | $966 | | 10 Yr Expense Projection*: |
$ 1,893 | $1,855 |
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