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Managers AMG FQ Tax Mgd US Eq Instl (MFQTX)On Jan 6: 10.99  Down 0.01 (0.09%)  
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Profile  As of 30-Nov-09Get Profile for:
Managers AMG FQ Tax Mgd US Eq Instl
800 Connecticut Avenue Norwalk CT 06854
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Phone: 800-548-4539
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FUND OVERVIEW 
Category:Large Blend
Fund Family:Managers Funds
Net Assets:40.37M
Year-to-Date Return:15.06%
Yield:1.47%
Morningstar Rating:2 stars
Fund Inception Date:18-Dec-00
MORNINGSTAR STYLE BOX 
Large Blend
[View Category Definition]
View Top Large Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Christopher G. Luck
Lead Manager since 18-Dec-00
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.
INVESTMENT INFORMATION 
Min Initial Investment:$2,500,000
Min Initial Investment, IRA:$1,000
Min Initial Investment, AIP:$2,000
Min Subsequent Investment:$1,000
Min Subsequent Investment, IRA:$100
Min Subsequent Investment, AIP:N/A
MFQTX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks to maximize long-term after-tax returns. The fund invests at least 80% of total assets in equity securities, generally common stocks and preferred. It invests in equity securities that reflect industry, earning growth, valuation and similar characteristics of the Russell 3000 Index. The fund invests in 75 to 250 stocks using quantitative models that analyze top-down conditions and bottom-up data to enhance long-term returns through the stock selection process.
FUND OPERATIONS 
Last Dividend (26-Dec-08): 0.15
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 78.74%
FEES & EXPENSES 
ExpenseMFQTXCategory
Avg
Total Expense Ratio:% 1.08%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.25%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$781
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,299
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,389
* Per $10,000 invested


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