Marshall Large-Cap Growth A
111 East Kilbourn Avenue
Map
Phone: 800-580-3863
| Category: | Large Growth | | Fund Family: | Marshall | | Net Assets: | 5.74M | | Year-to-Date Return: | 26.30% | | Yield: | 0.10% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-98 |
|
Alan Creech
Lead Manager since
31-Dec-04 | | | Creech is a portfolio manager of M&I, previously served as an analyst at Banc One Investment Advisors |
| 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 |
|
| |
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks of large-sized companies similar in size to those within the Russell 1000 Growth index. |
| Last Dividend
(17-Dec-08):
| 0.01 | | Last Cap Gain
(5-Dec-07):
| 1.14 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
|
| Expense | MLCAX | Category
Avg | | Total Expense Ratio: | 1.27%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 955 | $658 | | 5 Yr Expense Projection*: |
$ 1,232 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,021 | $2,035 |
|
|
2.03% Nasdaq 
Profile
