Essex Small/Micro Capital Growth Fund

Class Inv (MBRSX)
3 / 5 Stars
4 3 1 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
C+ (Hold)

#44 in Small Growth

U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Managers Funds funds

See full Small Growth rankings

See more fund rankings


The fund has returned 58.16 percent over the past year, 18.11 percent over the past three years, 27.56 percent over the past five years, and 9.05 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.6%
1 Year 58.2%
3 Years (Annualized) 18.1%
5 Years (Annualized) 27.6%
10 Years (Annualized) 9.0%

See more MBRSX performance


The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common and preferred stocks of small-capitalization U.S. companies. Its investments include U.S. micro-cap companies, which, at the time of purchase, have capitalizations that place them among the smallest 5% of companies listed on U.S. exchanges or in over-the counter (OTC) markets. The fund may also invest in foreign securities.


Fees are Above Average compared to funds in the same category.
Essex Small/Micro Capital Growth Fund has an expense ratio of 1.50 percent.

See more MBRSX fees


Risk is High compared to funds in the same category according to Morningstar.

See more MBRSX risk

See Also:

Top Managers Funds Funds