Managers Investment Group's Five and Four Star Funds, as Rated by Morningstar™

The Managers and Managers AMG Funds below have recently received Morningstar’s highest ratings of five or four stars for the Overall period. Morningstar ratings compare how the funds have performed relative to their peers. The Overall Morningstar Rating for a fund is derived from a weighted average of the risk-adjusted performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Ratings metrics.

Click on the fund name for more details.

View the most recent Managers Investment Group Fund Book.

Morningstar Risk-Adjusted Ratings as of July 31, 2008

Sort by: Fund Name | Overall Rating Print this page (best printed in landscape mode)
 
Fund Name Overall Rating 3 Years 5 Years 10 Years Category
Bond Fund (MGFIX)
(of 989 Funds)

(of 989 Funds)

(of 833 Funds)

(of 446 Funds)
Intermediate-Term Bond
Brandywine Blue Fund (BLUEX)
(of 1501 Funds)

(of 1501 Funds)

(of 1218 Funds)

(of 590 Funds)
Large Growth
Fixed Income Fund (MFDYX)
(of 989 Funds)

(of 989 Funds)

(of 833 Funds)

(of 446 Funds)
Intermediate-Term Bond
Fremont Bond Fund (MBDFX)
(of 989 Funds)

(of 989 Funds)

(of 833 Funds)

(of 446 Funds)
Intermediate-Term Bond
Brandywine Advisors Midcap Growth Fund (BWAFX)
(of 816 Funds)

(of 816 Funds)

(of 680 Funds)
N/A
Mid-Cap Growth
Brandywine Fund (BRWIX)
(of 816 Funds)

(of 816 Funds)

(of 680 Funds)

(of 323 Funds)
Mid-Cap Growth
California Intermediate Tax-Free Fund (MCATX)
(of 81 Funds)

(of 81 Funds)

(of 71 Funds)

(of 37 Funds)
Muni California Interm/Short
Chicago Equity Partners Balanced Fund (MBEBX)
(of 939 Funds)

(of 939 Funds)

(of 706 Funds)

(of 419 Funds)
Moderate Allocation
Chicago Equity Partners Balanced Fund (MBECX)
(of 939 Funds)

(of 939 Funds)

(of 706 Funds)

(of 419 Funds)
Moderate Allocation
Chicago Equity Partners Balanced Fund (MBEYX)
(of 939 Funds)

(of 939 Funds)

(of 706 Funds)

(of 419 Funds)
Moderate Allocation
Essex Small/Micro Cap Growth Fund (MBRCX)
(of 707 Funds)

(of 707 Funds)

(of 574 Funds)
N/A
Small Growth
Fixed Income Fund (MFDAX)
(of 989 Funds)

(of 989 Funds)

(of 833 Funds)

(of 446 Funds)
Intermediate-Term Bond
FQ Tax-Managed U.S. Equity Fund (MFQAX)
(of 1699 Funds)

(of 1699 Funds)

(of 1328 Funds)
N/A
Large Blend
FQ Tax-Managed U.S. Equity Fund (MFQCX)
(of 1699 Funds)

(of 1699 Funds)

(of 1328 Funds)
N/A
Large Blend
FQ Tax-Managed U.S. Equity Fund (MFQTX)
(of 1699 Funds)

(of 1699 Funds)

(of 1328 Funds)
N/A
Large Blend
High Yield Fund (MHHYX)
(of 475 Funds)

(of 475 Funds)

(of 409 Funds)

(of 221 Funds)
High Yield Bond
Short Duration Government Fund (MGSDX)
(of 108 Funds)

(of 108 Funds)

(of 88 Funds)

(of 43 Funds)
Ultrashort Bond
Small Company Fund (MSCFX)
(of 707 Funds)

(of 707 Funds)

(of 574 Funds)
N/A
Small Growth
Systematic Value Fund (MSYCX)
(of 1189 Funds)

(of 1189 Funds)

(of 931 Funds)
N/A
Large Value
Systematic Value Fund (MSYSX)
(of 1189 Funds)

(of 1189 Funds)

(of 931 Funds)
N/A
Large Value
TimesSquare Mid Cap Growth Fund (TMDIX)
(of 816 Funds)

(of 816 Funds)
N/A
N/A
Mid-Cap Growth
TimesSquare Mid Cap Growth Fund (TMDPX)
(of 816 Funds)

(of 816 Funds)
N/A
N/A
Mid-Cap Growth
TimesSquare Small Cap Growth Fund (TSCIX)
(of 707 Funds)

(of 707 Funds)

(of 574 Funds)
N/A
Small Growth
TimesSquare Small Cap Growth Fund (TSCPX)
(of 707 Funds)

(of 707 Funds)

(of 574 Funds)
N/A
Small Growth

Disclosure

The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

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.

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.

The TimesSquare Small Cap Fund is closed to new investors. Please see the prospectus for more information.

Managers Investment Group
Disclosure Terms of Use Privacy
The Managers Funds and Managers AMG Funds distributed by Managers Distributors, Inc., member FINRA.
Email the Webmaster Please do not send personal information, such as account or social security numbers, to this address.