Managers AMG Chicago Eq Part Midcap A
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | Mid-Cap Blend | | Fund Family: | Managers Funds | | Net Assets: | 5.59M | | Year-to-Date Return: | 25.96% | | Yield: | 0.61% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-97 |
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David C. Coughenour
Lead Manager since
01-Mar-05 | | | Coughenour chief investment officer ,joined Chicago Equity Partners in 1989 and has 18 years of industry experience. He oversees our quantitative research capabilities and he is personally responsible for following and analyzing the capital goods and energy sectors. Coughenour assisted in the development of and is still responsible for our proprietary quantitative model. Coughenour holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks high total return, consistent with the preservation of capital and prudent level of risk. The fund normally invests at least 80% of total assets in mid capitalization companies that have market capitalizations between $ 260 million and $12.40 million. It may invest in both growth and value oriented securities. The Fund may also invest in other U.S. and foreign securities including warrants. |
| Last Dividend
(26-Dec-08):
| 0.06 | | Last Cap Gain
(26-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 107.00% | | Average for Category:
| 90.71% |
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| Expense | MKPAX | Category
Avg | | Total Expense Ratio: | 1.24%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 986 | $623 | | 5 Yr Expense Projection*: |
$ 1,299 | $964 | | 10 Yr Expense Projection*: |
$ 2,184 | $1,949 |
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0.34% Nasdaq 0.00%
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