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Sunday, December 27, 2009, 8:38AM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
Marshall Intermediate Tax-Free Inv (MITFX)On Dec 24: 10.47   0.00 (0.00%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:High
Year to Date Return:12.58%
5-Year Average Return:4.51%
Number of Years Up:5
Number of Years Down:0
Best 1-Yr Total Return (2007):4.23%
Worst 1-Yr Total Return (2008):0.73%
Best 3-Yr Total Return (2005-7):2.89%
Worst 3-Yr Total Return (2004-6):2.32%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMITFXCategoryDiffIndex*Diff
Year To Date12.5811.181.412.530.05
1-Month0.900.96-0.060.830.07
3-Month2.832.230.62.250.58
1-Year13.9812.151.8314.17-0.19
3-Year5.593.5924.171.42
5-Year4.513.570.944.500.01
Last Bull Market ( 28-Feb-09 to 30-Sep-09)8.658.530.129.40-0.75
Last Bear Market ( 31-Aug-08 to 31-Aug-09)6.204.481.725.670.53
* Index means [ BarCap Municipal TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMITFXCategoryDiff
2009N/AN/AN/A
2008
 
0.73-2.323.05
2007
 
4.232.751.48
2006
 
3.523.67-0.15
2005
 
0.941.80-0.86
2004
 
2.512.83-0.32
2003
 
4.184.100.08
2002
 
9.358.570.78
2001
 
4.084.39-0.31
2000
 
9.189.160.02
1999
 
-1.99-2.060.07
PAST QUARTERLY RETURNS (%) FOR MITFX 
Q1Q2Q3Q4
20094.182.565.58N/A
20080.870.85-2.081.12
20070.70-0.512.251.75
2006-0.080.042.880.67
2005-1.012.00-0.400.38
20041.05-1.832.650.67
20031.002.190.120.81
20020.963.974.29-0.10
20012.050.462.70-1.16
20001.831.432.183.45
1999N/AN/AN/A-0.44
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date7624630.89
1-Month8626332.70
3-Month152565.86
6-Month6825326.88
1-Year6524426.64
3-Year22190.91
5-Year51972.54

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