Brandywine Blue Fund

For additional information regarding the fund’s management, investment philosophy, and investment process, please download the product profile.

Objective

Brandywine Blue Fund seeks capital appreciation by investing in large-cap, growth-equity securities. This mutual fund primarily invests in U.S. common stocks.

Fund Focus

Brandywine Blue Fund employs Friess Associates’ research-driven investment process. This process capitalizes on the relationship between earnings performance and stock prices by isolating companies experiencing rapid earnings growth that sell at reasonable multiples of earnings estimates, and show promise to positively surprise Wall Street.

This mutual fund maintains a large-cap focus by uncovering stocks exceeding $6 billion in market cap that meet its earnings growth and valuation criteria. This mutual fund doesn’t often hold mega-cap companies like many large-cap funds, instead it focuses on the lower end of the large-cap range.

This mutual fund employs a true bottom-up approach, meaning sector weightings and other characteristics are byproducts of its company-by-company research.

Where This Mutual Fund May Fit As Part Of Your Asset Allocation

The Brandywine Blue Fund may be appropriate for your overall investment allocation if you are:

  • Looking to gain exposure to large, high-quality U.S. companies
  • Seeking long-term growth of capital
  • Willing to accept short-term volatility of returns

Shareholder Documents

Prospectus | Annual Report | Statement of Additional Information

Fund Facts

Brandywine Blue Fund
Investment Style Large-Cap Growth
Benchmark(s) Russell 1000®Growth; Russell 1000®; S&P 500
Subadvisor(s) Friess Associates
Ticker BLUEX
Cusip 10532B101
Inception Date 1/10/1991
Minimum Investment
(Initial / Subsequent) 		$10,000 /
$1,000
Minimum IRA Investment
(Initial / Subsequent) 		$10,000 /
$1,000

To invest in Brandywine Funds, or for more information, please visit www.brandywinefunds.com, or call Managers Investment Group at 800.368.4410.

Disclosure

Investors should carefully consider the Fund's investment objectives, risks, charges, and expenses before investing. For this and other information, please call 800.656.3017 or download a free prospectus. Read it carefully before investing or sending money.

Managers Distributors, Inc. provides support on a wholesale basis related to making the Brandywine Funds available through various intermediaries. Managers Distributors, Inc., member FINRA.

Risks

The Fund is subject to risks associated with investing in a concentrated fund, and the value of the portfolio will be greatly affected by the fluctuations in the value of a single stock. Investments in international securities are subject to certain risks of overseas investing including currency fluctuations and changes in political and economic conditions, which could result in significant market fluctuations. These risks are magnified in emerging markets.
Downloadable Documents
Other Mutual Funds