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Marshall Small-Cap Growth A (MASCX)

0.00 0.00(0.00%) N/A

Prev Close:N/A
YTD Return*:21.97%
Net Assets*:435.97M
Yield*:N/A

* As of 31-Oct-10

Quotes delayed, except where indicated otherwise. Currency in .

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Top Holdings

Symbol% AssetsYTD Return %
EXXI.L4.5089.35
MMR4.31106.73
SNIC4.20-1.78
EBIX3.7146.71
CSTR2.85108.28

Fund Basics

Morningstar Overall Rating:
Total Assets:435.97M
Category:Small Growth
Annual Report Expense Ratio (net):1.47%

Performance & Risk

YTD Return:21.97%
5y Avg Return:8.47%
Rank in Category (ytd):4
% Rank in Category (ytd):0.54%
Beta (3y):1.10
Morningstar Risk Rating:4

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks of small-sized companies similar in size to those within the Russell 2000 Growth Index. The Adviser selects stocks of companies with growth characteristics, including companies with above-average earnings growth potential and companies where significant changes are taking place, such as new products, services or methods of distribution, or overall business restructuring. View More
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