MGSEX Rating, Research - Managers Special Equity Managers

Managers Special Equity Managers (mgsex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 25

Threats + Weaknesses = 10

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mgsex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Managers Special Equity Managers (MGSEX) Description: MGSEX is a mutual fund, which is an investment that owns a basket of assets. The MGSEX mutual fund was provided by Managers and this investment vehicle derives the majority of its value from equity holdings (stocks). Managerss mutual fund has a medium management tenure and is in the average fund size classification. MGSEXs minimum initial investment amount is $2000 while the IRA minimum is $1000. MGSEXs expense ratio is roughly 2%. The latest MGSEXs front end load was 0% and the back end load was 0%. The Managers Special Equity Managers (MGSEX) mutual fund falls under the small growth category. MGSEX focuses its investments in USA and MGSEX is not affiliated with a particular industry or fund sector. The Managers Special Equity Managers (MGSEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MGSEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MGSEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in investments of small companies whose stock prices appear low relative to their underlying value or future potential. It invests at least 80% of assets in investments of small-capitalization companies. The fund considers small-capitalization companies to be companies with a market capitalization generally less than 3.5 times the dollar-weighted, median market capitalization of the Russell 2000 Index at the time of purchase.

Management Analysis Update

Performance Analysis Update