Marshall International Stock A
111 East Kilbourn Avenue
Map
Phone: 800-580-3863
| Category: | Foreign Large Blend | | Fund Family: | Marshall | | Net Assets: | 2.96M | | Year-to-Date Return: | 26.47% | | Yield: | 3.45% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-98 |
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Brian K. Wolahan
Lead Manager since
16-Aug-05 | | | Brian joined Acadian in March 1990. As a senior portfolio manager and co-Director of Research, Brian is responsible for developing and applying quantitative techniques to evaluate markets and securities. Before joining Acadian, he worked in the Systems Planning Group at Bank of New England and as a Senior Systems Analyst at Mars Incorporated. |
| 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 long-term capital growth. The fund invests at least 80% of assets in common stocks of any sized companies located outside the United States. The fund's sub-advisers (the Sub-Advisers), BPI Global Asset Management LLC (BPI) and Acadian Asset Management, Inc. (Acadian), each manage approximately 50% of the fund's portfolio. |
| Last Dividend
(17-Dec-08):
| 0.33 | | Last Cap Gain
(17-Dec-08):
| 0.27 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 85.40% |
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| Expense | MRIAX | Category
Avg | | Total Expense Ratio: | 1.47%
| 1.43% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.37% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 1,013 | $691 | | 5 Yr Expense Projection*: |
$ 1,332 | $1,051 | | 10 Yr Expense Projection*: |
$ 2,231 | $2,098 |
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1.29% Nasdaq 
0.03 (0.33%) 
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