Managers AMG FQ Global Essentials
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | World Allocation | | Fund Family: | Managers Funds | | Net Assets: | 80.63M | | Year-to-Date Return: | 20.13% | | Yield: | 4.30% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Nov-88 |
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Dori Levanoni
Lead Manager since
15-Sep-09 | | | 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: | $100 |
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| The investment seeks the maximization of total return. The fund allocates assets among stocks, bonds and cash (including stock and bond index futures). It invests in at least ten countries, including the Unites States. The fund invests at least 40% of total assets, plus the amount of any borrowing for investment purposes, in investments of issuers organized, located, or doing a substantial amount of business outside the United States. It invests in growth and value stocks of all market capitalizations and bonds rated investment-grade with an average duration between four and seven years. |
| Last Dividend
(26-Dec-08):
| 0.48 | | Last Cap Gain
(15-Dec-00):
| 0.36 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 100.92% |
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| Expense | MMAFX | Category
Avg | | Total Expense Ratio: | 1.19%
| 1.18% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.93% | | Max Deferred Sales Load: | %
| 2.27% | | 3 Yr Expense Projection*: |
$ 396 | $720 | | 5 Yr Expense Projection*: |
$ 700 | $1,137 | | 10 Yr Expense Projection*: |
$ 1,563 | $2,267 |
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0.34% Nasdaq 0.00%
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