Skyline Special Equities 800 Connecticut Avenue Norwalk CT 06854 Map
Phone: 800-548-4539
| Category: | Small Value | | Fund Family: | Managers Funds | | Net Assets: | 238.44M | | Year-to-Date Return: | 41.89% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Apr-87 |
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Mark N. Odegard
Lead Manager since
01-Jan-05 | | | Odegard has been a partner of Skyline since 1999. He served in Skyline's portfolio management, investment, and research groups from 2001 to 2005. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks maximum capital appreciation. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities. It primarily invests in common stocks and preferred stocks of small capitalization U.S. companies whose outstanding shares have an aggregate market value of less than $2.5 billion. |
| Last Dividend
(8-Dec-99):
| 0.18 | | Last Cap Gain
(26-Dec-08):
| 0.04 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 86.18% |
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| Expense | SKSEX | Category Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,010 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,034 |
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