Marshall Mid-Cap Growth I
111 East Kilbourn Avenue
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Phone: 800-236-3863
| Category: | Mid-Cap Growth | | Fund Family: | Marshall | | Net Assets: | 140.81M | | Year-to-Date Return: | 25.60% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-08 |
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Kenneth S. Salmon
Lead Manager since
22-Apr-04 | | | Salmon is a portfolio manager with M&I Investment Management, his employer since 2000. Prior to that, he was a senior analyst at Tucker Anthony Sutro and C.L. King & Associates. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in growth-oriented common stocks of medium-sized companies similar in size to those within the Russel Mid-Cap Growth index. |
| Last Dividend
(9-Dec-09):
| 0.02 | | Last Cap Gain
(17-Dec-08):
| 0.60 | | Annual Holdings Turnover
| 224.00% | | Average for Category:
| 132.16% |
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| Expense | MRMIX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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1.27% Nasdaq 0.00%
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