Marshall Intermediate Tax-Free Inv
111 East Kilbourn Avenue
Map
Phone: 800-236-3863
| Category: | Muni National Interm | | Fund Family: | Marshall | | Net Assets: | 163.46M | | Year-to-Date Return: | 11.58% | | Yield: | 3.91% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-94 |
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John D. Boritzke
Lead Manager since
01-Feb-94 | | | Boritzke is a vice president and fixed-income portfolio manager with M&I Investment Management Corporation, his employer since 1983. Boritzke believes that the municipal-bond market is a true representation of the forces of supply and demand and, as such, opportunities are created when supply pressure builds. Demand, he says, is directly related to tax burdens. Boritzke holds the Chartered Financial Analyst designation. |
| 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 income exempt from federal income tax, consistent with preservation of capital. The fund normally invests at least 80% of assets in municipal securities, the income from which is exempt from federal income tax. It typically maintains an average dollar-weighted effective maturity of three to 10 years. |
| Last Dividend
(30-Oct-09):
| 0.03 | | Last Cap Gain
(17-Dec-08):
| 0.11 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 38.20% |
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| Expense | MITFX | Category
Avg | | Total Expense Ratio: | 0.56%
| 0.89% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 3.49% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 362 | $463 | | 5 Yr Expense Projection*: |
$ 628 | $696 | | 10 Yr Expense Projection*: |
$ 1,386 | $1,358 |
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0.34% Nasdaq 0.00%
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