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Monday, November 30, 2009, 2:39PM ET - U.S. Markets close in 1 hour and 21 minutes. Dow Down 0.07% Nasdaq Down 0.29%
Marshall Large-Cap Growth A (MLCAX)On Nov 27: 10.49  Down 0.19 (1.78%)  
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Profile  As of 31-Oct-09Get Profile for:
Marshall Large-Cap Growth A
111 East Kilbourn Avenue
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Phone: 800-580-3863
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FUND OVERVIEW 
Category:Large Growth
Fund Family:Marshall
Net Assets:5.52M
Year-to-Date Return:23.33%
Yield:0.10%
Morningstar Rating:3 stars
Fund Inception Date:31-Dec-98
MORNINGSTAR STYLE BOX 
Large Growth
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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
INVESTMENT INFORMATION 
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
MLCAX can be purchased from 14 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
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: 110.55%
FEES & EXPENSES 
ExpenseMLCAXCategory
Avg
Total Expense Ratio:1.27% 1.33%
Max 12b1 Fee:% N/A
Max Front End Sales Load:5.75% 5.43%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ 955$672
5 Yr Expense Projection*: $ 1,232$1,053
10 Yr Expense Projection*: $ 2,021$2,074
* Per $10,000 invested


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