Essex Small/Micro Cap Growth C
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | Small Growth | | Fund Family: | Managers Funds | | Net Assets: | 2.58M | | Year-to-Date Return: | 19.56% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-06 |
|
Nancy B. Prial
Lead Manager since
25-Jun-02 | | | Prial is a portfolio manager on the Essex small-micro cap growth and small-mid cap growth strategies. Prior to joining Essex in 2005, she spent six years at The Burridge Group, LLC as vice president & chief investment officer and four years at the Twentieth Century division of American Century Investors. Prial began her investment career in 1984 at Frontier Capital Management as a fundamental analyst and portfolio manager. Prial holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common and preferred stocks of small-capitalization U.S. companies. Its investments include U.S. micro-cap companies, which, at the time of purchase, have capitalizations that place them among the smallest 5% of companies listed on U.S. exchanges or in over-the counter (OTC) markets. The fund may also invest in foreign securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(26-Dec-07):
| 0.23 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 133.38% |
|
| Expense | MBRCX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
|
|
0.04% Nasdaq 
0.02%
Profile
