Managers AMG FQ Global Alternatives A 800 Connecticut Avenue Norwalk, CT 06854 Map
Phone: 800-548-4539
| Category: | Long-Short | | Fund Family: | Managers Funds | | Net Assets: | 211.76M | | Year-to-Date Return: | 0.91% | | Yield: | 6.86% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-06 |
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Dori Levanoni
Lead Manager since
30-Mar-06 | | | Levanoni is the partner and co-head of Global Macro. He joined First Quadrant in February 1991 as a programming intern. Levanoni joined as a full time employee in 1993, and left in 1995 to join the Department of Anatomy and Neurobiology at Washington University. First Quadrant drew Levanoni back in 1996 as Head of Systems. He was promoted to Manager of Currency Research at the end of 1999. Levanoni was promoted to Director and Currency Product Strategist at the end of 2002. |
| 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 total return from investments in the global equity, fixed income and currency markets, independent of market direction. The fund invests in long and short positions in the global equity, bond and currency markets. It may use derivative instruments (including futures, options, swaps and forward contracts) and direct investments to allocate exposure among asset classes, countries and currencies. The fund typically maintain exposure among at least ten different countries, including the U.S.. It is nondiversified. |
| Last Dividend
(26-Dec-08):
| 0.68 | | Last Cap Gain
(26-Dec-07):
| 0.10 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 336.83% |
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| Expense | MGAAX | Category Avg | | Total Expense Ratio: | %
| 2.14% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.51% | | Max Deferred Sales Load: | %
| 1.94% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,076 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,764 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $3,464 |
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