Marshall Core Plus Bond Y
Marshall Funds Inc 111 East Kilbourn Avenue Milwaukee, WI 53202
Map
Phone: 800-236-3863
| Category: | Intermediate-Term Bond | | Fund Family: | Marshall | | Net Assets: | 31.81M | | Year-to-Date Return: | 1.23% | | Yield: | 3.82% | | Morningstar Rating: | N/A | | Fund Inception Date: | 22-Dec-08 |
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Alan M Habacht
Lead Manager since
22-Dec-08 | | | Habacht is a present, principal and portfolio manager of Taplin. Before joining Taplin, he served as senior vice president and portfolio manager for Invesco Capital Management from 1983 to 1987, where he was responsible for equity, balanced and fixed-income accounts. Habacht has over 37 years of investment experience. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to maximize total return consistent with current income. The fund invests at least 80% of assets in bonds. The investments include corporate, asset-backed, mortgage-backed and U.S. government securities. It may invest up to 20% of assets in debt securities rated below investment grade, also known as high yield securities or junk bonds. While the fund?s assets are predominantly U.S. dollar denominated, it also may invest up to 20% of assets in foreign debt securities, all or a portion of which may be emerging markets debt securities. |
| Last Dividend
(29-Jan-10):
| 0.03 | | Last Cap Gain
(9-Dec-09):
| 0.01 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 231.70% |
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| Expense | MCYBX | Category
Avg | | Total Expense Ratio: | 0.85%
| 0.95% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 340 | $454 | | 5 Yr Expense Projection*: |
$ 613 | $711 | | 10 Yr Expense Projection*: |
$ 1,392 | $1,437 |
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