Managers AMG Systematic Value Inst
800 Connecticut Avenue Norwalk CT 06854
Map
Phone: 800-548-4539
| Category: | Large Value | | Fund Family: | Managers Funds | | Net Assets: | 54.18M | | Year-to-Date Return: | 16.91% | | Yield: | 1.62% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-02 |
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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. |
| 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 |
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| 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. |
| Last Dividend
(26-Dec-08):
| 0.13 | | Last Cap Gain
(26-Dec-07):
| 0.90 | | Annual Holdings Turnover
| 165.00% | | Average for Category:
| 67.10% |
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| Expense | MSYSX | Category
Avg | | Total Expense Ratio: | 0.91%
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 301 | $635 | | 5 Yr Expense Projection*: |
$ 526 | $963 | | 10 Yr Expense Projection*: |
$ 1,173 | $1,849 |
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1.76% Nasdaq 
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