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Wednesday, December 9, 2009, 7:23AM ET - U.S. Markets open in 2 hours and 7 minutes. Dow Down 1.00% Nasdaq  0.00%
Marshall Short-Term Income Inv (MSINX)On Dec 8: 9.08  Up 0.01 (0.11%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:11.02%
5-Year Average Return:3.98%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2007):5.63%
Worst 1-Yr Total Return (2008):-3.13%
Best 3-Yr Total Return (2005-7):4.19%
Worst 3-Yr Total Return (2006-8):2.40%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMSINXCategoryDiffIndex*Diff
Year To Date11.029.091.936.244.78
1-Month0.790.680.110.490.3
3-Month2.862.530.332.600.26
1-Year11.509.591.9113.79-2.29
3-Year4.563.610.956.35-1.79
5-Year3.983.210.775.05-1.07
Last Bull Market ( 28-Feb-09 to 30-Sep-09)9.027.681.347.061.96
Last Bear Market ( 31-Aug-08 to 31-Aug-09)4.764.170.597.94-3.18
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMSINXCategoryDiff
2009N/AN/AN/A
2008
 
-3.13-4.231.10
2007
 
5.634.291.34
2006
 
4.934.050.88
2005
 
2.051.450.60
2004
 
1.461.63-0.17
2003
 
3.072.540.53
2002
 
5.515.470.04
2001
 
6.077.27-1.20
2000
 
6.737.59-0.86
1999
 
4.512.212.30
PAST QUARTERLY RETURNS (%) FOR MSINX 
Q1Q2Q3Q4
20092.454.013.37N/A
20080.430.88-2.68-1.75
20071.560.681.811.47
20060.910.941.981.00
20050.030.960.450.61
20041.30-1.211.150.22
20030.931.150.470.49
20020.241.992.181.00
20012.661.372.67-0.72
20001.280.482.492.33
1999N/AN/AN/A0.99
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date16341938.90
1-Month35243580.92
3-Month17343439.86
6-Month18442043.81
1-Year10141924.11
3-Year12536034.72
5-Year8230526.89

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