Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | MGFIX Insights | MGFIX Score | MGFIX Performance | MGFIX Manager | MGFIX News | MGFIX Allocation | MGFIX Holdings Change

Mutual Fund Insights: Managers Bond Fund (MGFIX)

In-depth Analysis of Managers Bond Fund (MGFIX)

Mutual fund chart: Managers Bond Fund (MGFIX)

3 months
6 months
1 year
3 year
5 year

See Managers Bond Fund (MGFIX) performance details as of February 28, 2010

  

    Last Trade: $25.11 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Daniel J. Fuss

Fund Manager Tenure: 25.8 years
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Dan Fuss, CFA, CIC: began investment career in 1958; joined Loomis Sayles in 1976; has managed the Fund since inception; MBA, Marquette University.  Get more insights on Daniel J. Fuss

  

What we like about Managers Bond Fund (MGFIX) What we like about Managers Bond Fund (MGFIX)

Data for Managers Bond Fund (MGFIX) as of February 28, 2010

  • Managers Bond Fund (MGFIX) management has been with Managers Bond Fund for 25.8 years
  • Managers Bond Fund (MGFIX) has good short-term performance (1-year return 36.07% vs 17.84 % Intermediate-Term Bond category average)
  • Managers Bond Fund (MGFIX) has good mid-term performance (3-year return 5.74% vs 4.66 % Intermediate-Term Bond category average)
  • Managers Bond Fund (MGFIX) has good Long-term performance (5-year return 5.78% vs 4.27 % Intermediate-Term Bond category average)
  • Managers Bond Fund (MGFIX) ratio of up-years vs down years is greater than 2
  • Managers Bond Fund (MGFIX) has an annual stock turnover rate of 39.00% vs Intermediate-Term Bond average of 198.44%. It is good that Managers Bond management does not trade extensively for its return.
  • Managers Bond Fund (MGFIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Managers Bond Fund (MGFIX) What we are cautious about Managers Bond Fund (MGFIX)

Data for Managers Bond Fund (MGFIX) as of February 28, 2010

  • Managers Bond Fund (MGFIX) has a Morningstar rating of 3 and below
  • Managers Bond Fund (MGFIX) is less safe compared to its Intermediate-Term Bond peers
  • Managers Bond Fund (MGFIX) does not have a good risk adjusted return as its 3-year Alpha of -3.95 is worse than category average of -1.36, and its 3-year Sharpe ratio is 0.37
  • Managers Bond Fund (MGFIX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.14 that is higher than category average of 5.99
  • Managers Bond Fund (MGFIX) has a higher management fee of 0.99% than its Intermediate-Term Bond average of 0.95%
See Managers Bond Fund (MGFIX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Intermediate-Term Bond category?

Below are some additional Intermediate-Term Bond mutual funds generated out of our database

  

Managers Bond Fund (MGFIX) Net Asset

Track net asset change of Managers Bond fund (MGFIX)

DateNet Asset
02/2010$2.19B
01/2010$2.19B
11/2009$2.23B
More historic net asset information on Managers Bond Fund (MGFIX)

  

Managers Bond Fund (MGFIX) Portfolio Allocation

Track portfolio allocation change of Managers Bond fund (MGFIX)

DateCashStockBondOther
01/20108.79%0%88.44%0.42%
10/20096.03%0%91.54%2.43%
09/20096.14%0%91.45%2.41%
Click here to see more historic asset allocation information on Managers Bond Fund (MGFIX)

  

Most Recent Top 10 Holdings in Managers Bond Fund (MGFIX)

Discover what Managers Bond Fund (MGFIX) manager is buying

31-Jan-10
Intl Paper 7.95% [2.54%]
Kinder Morgan Engy Partners 5.95% [2.21%]
United States Treas Nts 1% [2%]
Southwestern Elec Pwr 6.45% [1.97%]
Amer Gen Fin Medtm Srnt Be 6.9% [1.91%]
Equitable Res 6.5% [1.77%]
Canada Government 2% [1.77%]
Dun & Bradstreet 6% [1.6%]
Merrill Lynch 6.11% [1.58%]
FNMA 1.375% [1.53%]

31-Oct-09
Intl Paper 7.95% [2.41%]
Kinder Morgan Engy Partners 5.95% [2.11%]
United States Treas Nts 1% [1.97%]
Southwestern Elec Pwr 6.45% [1.91%]
Amer Gen Fin Medtm Srnt Be 6.9% [1.79%]
Canada Govt 2% [1.71%]
Equitable Res 6.5% [1.65%]
Merrill Lynch 6.11% [1.62%]
FNMA 1.375% [1.51%]
DUN & BRADSTREET [1.5%]

30-Sep-09
Intl Paper 7.95% [2.33%]
Kinder Morgan Engy Partners 5.95% [2.09%]
United States Treas Nts 1% [1.95%]
Southwestern Elec Pwr 6.45% [1.91%]
Amer Gen Fin Medtm Srnt Be 6.9% [1.79%]
Canada Govt 2% [1.72%]
Equitable Res 6.5% [1.62%]
Merrill Lynch 6.11% [1.62%]
FNMA 1.375% [1.5%]
DUN & BRADSTREET [1.49%]
Click here for Stock Holding Change Map in Managers Bond Fund (MGFIX)

  

Related books and products to Managers Bond Fund (MGFIX)

  

Latest News on Managers Bond (MGFIX)

See what is happening with Managers Bond Fund (MGFIX)

 

Books and Resources

 

 

See more information on Managers Bond Fund (MGFIX)