Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Sunday, December 27, 2009, 7:24AM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
Managers AMG Systematic Value Inst (MSYSX)On Dec 24: 8.65  Up 0.05 (0.58%)  
MORE ON MSYSX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Managers AMG Systematic Value Inst
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Large Value
Fund Family:Managers Funds
Net Assets:54.32M
Year-to-Date Return:18.93%
Yield:1.59%
Morningstar Rating:3 stars
Fund Inception Date:01-Apr-02
MORNINGSTAR STYLE BOX 
Large Value
[View Category Definition]
View Top Large Value Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Kevin McCreesh
Lead Manager since 01-Apr-02
McCreesh, chief investment officer, joined Systematic in 1996. Previously he served with Mitchell Hutchins. McCreesh is a member of the Association for Investment Management and Research and the New York Society of Security Analysts. McCreesh holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION 
Min Initial Investment:$2,500,000
Min Initial Investment, IRA:$50,000
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$1,000
Min Subsequent Investment, IRA:$1,000
Min Subsequent Investment, AIP:N/A
MSYSX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long-term capital appreciation. The fund primarily invests in a diversified portfolio of medium- and large-capitalization U.S. companies that are within the range of capitalizations of companies in the Russell 1000? Value index.
FUND OPERATIONS 
Last Dividend (26-Dec-08): 0.13
Last Cap Gain (26-Dec-07): 0.90
Annual Holdings Turnover 165.00%
Average for Category: 75.50%
FEES & EXPENSES 
ExpenseMSYSXCategory
Avg
Total Expense Ratio:% 1.27%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.45%
Max Deferred Sales Load:% 2.64%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$628
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$960
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,847
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials