Seeks to provide long-term capital appreciation by investing in a portfolio of small and mid cap stocks.
MDT Advisers, a Federated Advisory Company, is a quantitative investment management firm that offers a wide array of U.S. equity investment strategies.See Our Approach
Lord Abbett is an independent asset management firm approaching small and micro cap investing by relying on fundamental research to identify quality growth stocks.See Our Approach
Ranger employs fundamental analysis along with a bottom-up stock picking approach to managing equity portfolios.See Our Approach
Smith Group Asset Management is an investment management firm that blends quantitative research with fundamental analysis disciplines seeking to capture unexpected earnings growth.See Our Approach
|Ex-Date||Total Distribution||Income||Short-term Cap Gains||Long-term Cap Gains|
|Dec 26, 2008||$5.838900||—||$0.039900||$5.799000|
|Dec 26, 2007||$19.054500||—||$1.230100||$17.824400|
|Dec 26, 2006||$13.560000||—||—||$13.560000|
|Dec 27, 2005||$7.280000||—||—||$7.280000|
|WNS Holdings Ltd ADR||1.75%|
|Inter Parfums Inc*||1.42%|
|J&J Snack Foods Corp||1.22%|
|Skyline Champion Corp*||1.22%|
|Medpace Holdings Inc*||1.18%|
|Evo Payments Inc, Class A*||1.17%|
|% in Top 10 Holdings||14.54%|
The Fund invests at least 80% of its assets in equity securities, generally common and preferred stocks of U.S. companies. Although the Fund is permitted to purchase securities of both small and medium cap companies, the Fund has historically invested substantially all of its assets in the securities of small cap companies—that is, companies with market capitalizations within the range of the Russell 2000® Growth Index. However, the Fund may purchase or retain securities that are outside the Fund's typical capitalization range.
Managers Special Equity Fund is designed to provide broad exposure to small cap, growth-oriented equities. This is achieved by employing a number of investment managers, each with a different focus and approach to investing in the small cap market. The Fund is subadvised by a team of four institutional managers, each of which has a different focus and approach to investing in small cap stocks: Smith Asset Management Group, L.P.; Lord, Abbett & Co. LLC; Ranger Investment Management L.P.; and Federated MDTA LLC.
Seeks to provide high current income and, secondarily, long-term capital appreciation by investing primarily in a diversified, all cap portfolio of income producing equity securities.
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