Managers Special Equity Managers
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | Small Growth | | Fund Family: | Managers Funds | | Net Assets: | 225.09M | | Year-to-Date Return: | 15.79% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-84 |
|
Daniel Mahr
Lead Manager since
15-Sep-08 | | | Mahr joined the Investment Team in 2002. Mahr is responsible for managing the Investment Team as it relates to the ongoing design, development, periodic enhancement and implementation of the Optimum Q Process. Mahr 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: | $100 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of total assets in equity securities (generally, common and preferred stocks). It focuses its investments in securities of small- and medium-capitalization companies pursuant to its investment objective, but has historically invested substantially all of its assets in the securities of U.S. small-capitalization companies. The fund typically invests in companies with capitalizations that are within the range of capitalizations of companies in the Russell 2000 index. |
| Last Dividend
(26-Dec-97):
| 0.07 | | Last Cap Gain
(26-Dec-08):
| 5.78 | | Annual Holdings Turnover
| 138.00% | | Average for Category:
| 132.21% |
|
| Expense | MGSEX | Category
Avg | | Total Expense Ratio: | 1.52%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 480 | $680 | | 5 Yr Expense Projection*: |
$ 829 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,813 | $2,174 |
|
|
0.01% Nasdaq 
0.22%
Profile
