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Saturday, December 19, 2009, 12:11AM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Marshall Aggregate Bond Instl (MRAIX)On Dec 18: 10.54  Down 0.03 (0.28%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:
Year to Date Return:22.91%
5-Year Average Return:N/A
Number of Years Up:0
Number of Years Down:1
Best 1-Yr Total Return (2008):-4.33%
Worst 1-Yr Total Return (2008):-4.33%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMRAIXCategoryDiffIndex*Diff
Year To Date22.9114.868.057.6115.3
1-Month1.041.13-0.091.29-0.25
3-Month4.643.760.882.861.78
1-Year29.5418.8410.711.6317.91
3-YearN/A4.58N/A6.40N/A
5-YearN/A4.20N/A5.49N/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)24.5313.9110.627.0617.47
Last Bear Market ( 31-Aug-08 to 31-Aug-09)11.396.574.827.943.45
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMRAIXCategoryDiff
2009N/AN/AN/A
2008
 
-4.33-4.700.37
2007N/A4.70N/A
2006N/A4.15N/A
2005N/A1.80N/A
2004N/A3.91N/A
2003N/A5.10N/A
2002N/A8.04N/A
2001N/A7.64N/A
2000N/A9.44N/A
1999N/A-1.35N/A
PAST QUARTERLY RETURNS (%) FOR MRAIX 
Q1Q2Q3Q4
2009-1.8212.378.38N/A
20080.410.67-4.90-0.47
2007N/AN/A3.652.44
2006N/AN/AN/AN/A
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date123112610.92
1-Month432116836.99
3-Month162115813.99
6-Month148114012.98
1-Year8711207.77
3-Year970N/A
5-Year854N/A

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