Marshall Emerging Markets Equity I
111 East Kilbourn Avenue
Map
Phone: 800-236-3863
| Category: | Diversified Emerging Mkts | | Fund Family: | Marshall | | Net Assets: | 44.24M | | Year-to-Date Return: | 56.17% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 23-Dec-08 |
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Pablo Salas
Lead Manager since
23-Dec-08 | | | Pablo Salas is Managing Director and Senior Portfolio Manager at Trilogy Advisors. He has over 17 years of investment industry experience specializing in international markets. Mr. Salas joined Trilogy from BPI Global Asset Management LLP, which amalgamated with Trilogy in May 2005. At BPI, Mr. Salas was Managing Director and Portfolio Manager. Prior to co-founding BPI in 1997, he was Vice-President and Senior Portfolio Manager at STI Capital Management. |
| 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 to provide capital appreciation? The fund invests at least 80% of assets in common stocks of foreign companies located in emerging markets or whose primary business activities or principal trading markets are in emerging markets. |
| Last Dividend
(30-Dec-08):
| 0.01 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 88.64% |
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| Expense | MIEMX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.71% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.54% | | Max Deferred Sales Load: | %
| 2.44% | | 3 Yr Expense Projection*: |
$ 462 | $738 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,140 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,299 |
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1.89% Nasdaq 
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