Marshall Large-Cap Growth A
111 East Kilbourn Avenue Milwaukee WI 53202 Milwaukee WI 53202
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Phone: 800-580-3863
| Category: | Large Growth | | Fund Family: | Marshall | | Net Assets: | 7.95M | | Year-to-Date Return: | -11.66% | | Yield: | 0.05% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-98 |
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Alan Creech
Lead Manager since
31-Dec-04 | | | Creech is a portfolio manager of M&I, previously served as an analyst at Banc OneInvestment Advisors |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| 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
(26-Dec-07):
| 0.01 | | Last Cap Gain
(5-Dec-07):
| 1.14 | | Annual Holdings Turnover
| 75.00% | | Average for Category:
| 98.32% |
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| Expense | MLCAX | Category
Avg | | Total Expense Ratio: | 1.27%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$955 | $622 | | 5 Yr Expense Projection*: |
$1,232 | $957 | | 10 Yr Expense Projection*: |
$2,021 | $1,889 |
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5.11% Nasdaq 
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