Managers AMG Essex Large Cap Growth
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | Large Growth | | Fund Family: | Managers Funds | | Net Assets: | 13.58M | | Year-to-Date Return: | 20.87% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-84 |
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David M. Goss
Lead Manager since
01-May-05 | | | Goss is a Senior Principal and Portfolio Manager at Essex. Prior to joining Essex in 2004, He spent ten years at Alliance Capital Management, L.P., where he was a Senior Portfolio Manager for five years and an Equity Analyst for five years. Previously, he was an Engineer/Scientist at McDonnell Douglas Space Systems Co. in California. Goss holds a 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: | $100 |
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| The investment seeks long-term capital appreciation; income is secondary consideration. The fund invests at least 80% of total assets, plus the amount of any borrowing for investment purposes, in securities of large-capitalization companies. The term ?large-capitalization? companies refer to companies with capitalizations at the time of purchase with a minimum capitalization of $1 billion. |
| Last Dividend
(26-Dec-96):
| 0.10 | | Last Cap Gain
(26-Dec-00):
| 4.66 | | Annual Holdings Turnover
| 119.00% | | Average for Category:
| 110.55% |
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| Expense | MGCAX | Category
Avg | | Total Expense Ratio: | 1.37%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 487 | $672 | | 5 Yr Expense Projection*: |
$ 858 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,901 | $2,074 |
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