Marshall Mid-Cap Growth Adv
111 East Kilbourn Avenue Milwaukee WI 53202 Milwaukee WI 53202
Map
Phone: 800-580-3863
| Category: | Mid-Cap Growth | | Fund Family: | Marshall | | Net Assets: | 3.28M | | Year-to-Date Return: | -37.27% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-98 |
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Kenneth S. Salmon
Lead Manager since
22-Apr-04 | | | Salmon is a portfolio manager with M&I Investment Management, his employer since 2000. Prior to that, he was a senior analyst at Tucker Anthony Sutro and C.L. King & Associates. |
| 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 growth-oriented common stocks of medium-sized companies similar in size to those within the Russel Mid-Cap Growth index. |
| Last Dividend
| N/A | | Last Cap Gain
(5-Dec-01):
| 0.04 | | Annual Holdings Turnover
| 169.00% | | Average for Category:
| 118.51% |
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| Expense | MMSAX | Category
Avg | | Total Expense Ratio: | 1.27%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$955 | $697 | | 5 Yr Expense Projection*: |
$1,232 | $1,075 | | 10 Yr Expense Projection*: |
$2,021 | $2,114 |
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6.54% Nasdaq 
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