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(of 833 Funds) |
(of 833 Funds) |
(of 683 Funds) |
(of 339 Funds) |
Mid-Cap Growth |
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Objective
Brandywine Fund seeks capital appreciation by investing in growth-equity securities. This mutual fund primarily invests in U.S. common stocks.
Where this mutual fund may fit as part of your asset allocation
The Brandywine Fund may be appropriate for your overall investment allocation if you are:
- Looking to gain exposure to mid-sized, high-quality U.S. companies of all sizes
- Seeking long-term growth of capital
- Willing to accept short-term volatility of returns
Focus
Brandywine 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 the flexibility to pursue companies that meet its criteria regardless of market cap or industry.
Portfolio characteristics, including sector weightings and market caps, result from a true bottom-up approach and do not reflect the composition of any market index. While this mutual fund maintains an all-cap focus, its rapid earnings growth requirement most often leads it to smaller and mid-cap stocks with room to grow.
Fund Facts (as of 9/30/2008)
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| Investment Style |
All-Cap Growth |
| Benchmark |
Russell 3000® Growth
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| Sub Advisor |
Friess Associates
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| Ticker |
BRWIX |
| Cusip |
10532D107 |
| Inception Date |
12/31/1985 |
Minimum Investment:
Initial / Subsequent
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$10,000 /
$1,000 |
Minimum IRA Investment:
Initial / Subsequent
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$10,000 /
$1,000 |
| Sales Charges |
None |
| 12b-1 fees |
None |
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 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.
The Fund invests in growth stocks, which may be more sensitive to market movements because their prices tend to reflect future investor expectations rather than just current profits. Growth stocks may underperform value stocks during given periods.
Unlike the Fund, the Index is unmanaged, is not available for investment and does not incur expenses. Please see Index Definitions for all our funds' benchmarks.
The Russell 3000® Growth Index is a trademark of Russell Investments. Russell® is a trademark of Russell Investments. An investment cannot be made directly into an Index.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metric.
Morningstar Rating is for the share class indicated only (see ticker), other share classes may have different performance characteristics. The Ranking may reflect the waiver of all or a portion of the fund's fees. Without such waiver, the Rankings may have been lower.
© 2008 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damamges or losses arising from any use of this information.
Managers Distributors, Inc. provides support on a wholesale basis related to making the Brandywine Funds available through various intermediaries.
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