Managers Investment Group

Brandywine Blue Fund

Single Pick a Share Class
Select a Share Class

Fund Facts

Investment Style: Large-Cap Growth
Benchmark(s): Russell 1000® Growth; Russell 1000®; S&P 500
Subadvisor(s): Friess Associates

Share Class Facts

Share Class: Single
Ticker: BLUEX
Cusip: 10532B101
Inception Date: 1/10/1991
Expense Ratio:
(Gross / Net)
1.18% / 1.18%
Minimum Investment:
Initial / Subsequent
$2,000 / $2,000
Minimum IRA Investment:
Initial / Subsequent
$2,000 / $2,000

Fund Focus

Brandywine Blue Fund employs Friess Associates' research-driven investment process. This process capitalizes on the relationship between earnings performance and stock prices by isolating companies experiencing rapid earnings growth that sell at reasonable multiples of earnings estimates, and show promise to positively surprise Wall Street.

The Fund maintains a large-cap focus by uncovering stocks exceeding $6 billion in market cap that meet its earnings growth and valuation criteria. This mutual fund doesn't often hold mega-cap companies like many large-cap funds, instead it focuses on the lower end of the large-cap range.

Friess employs a true bottom-up approach, meaning sector weightings and other characteristics are byproducts of its company-by-company research.

Where This Fund May Fit As Part Of Your Asset Allocation

The Brandywine Blue Fund may be appropriate for your overall investment allocation if you are:

  • Looking to gain exposure to large, high-quality U.S. companies
  • Seeking long-term growth of capital
  • Willing to accept short-term volatility of returns

To invest in Brandywine Funds, or for more information, please visit www.brandywinefunds.com, or call Managers Investment Group at 800.835.3879.


Disclosure

Investors should carefully consider the Fund's investment objectives, risks, charges, and expenses before investing. For this and other information, please call 800.656.3017 or download a free prospectus. Read it carefully before investing or sending money.

Brandywine Fund, Brandywine Blue Fund and Brandywine Advisors Midcap Growth Fund are distributed by Quasar Distributors, LLC, member FINRA. Managers Distributors, Inc. provides support on a wholesale basis related to making the Brandywine Funds available through various intermediaries. Managers Distributors, Inc., member FINRA.

Gross annual expense ratio as of January 31, 2012.

Risks

The Fund is subject to risks associated with investing in a concentrated fund, and the value of the portfolio will be greatly affected by the fluctuations in the value of a single stock. Investments in international securities are subject to certain risks of overseas investing including currency fluctuations and changes in political and economic conditions, which could result in significant market fluctuations. These risks are magnified in emerging markets.

Edit Daily Pricing Box
 

 

You are now leaving the Managers Investment Group website:

The link you have selected is located on another web site. Please click OK below to leave the Managers Investment Group (MIG) site and proceed to the selected site. MIG does not endorse this web site, its sponsor, or any of the policies, activities, products, or services offered on the site or by any advertiser on the site. MIG has no control of the content or data shown on this site, and while MIG has no reason to doubt the reliability of the data shown, its accuracy is not guaranteed. Furthermore, MIG takes no responsibility for the accuracy or factual correctness of any information posted to third party websites.

Thank you for your interest in Managers Investment Group

Cancel, go back to MIG site