Marshall International Stock Instl
111 East Kilbourn Avenue Milwaukee WI 53202 Milwaukee WI 53202
Map
Phone: 800-236-3863
| Category: | Foreign Large Blend | | Fund Family: | Marshall | | Net Assets: | 122.09M | | Year-to-Date Return: | -47.84% | | Yield: | 2.44% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-99 |
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Charles H. Wang
Lead Manager since
16-Aug-05 | | | Wang is a co-director of research and senior vice president. He is responsible for quantitative research, model implementation and emerging market country strategies. He joined Acadian in 2000 and has over 14 years of investment experience. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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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
(26-Dec-07):
| 0.25 | | Last Cap Gain
(26-Dec-07):
| 2.00 | | Annual Holdings Turnover
| 98.00% | | Average for Category:
| 78.70% |
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| Expense | MRIIX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.42% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.32% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$381 | $650 | | 5 Yr Expense Projection*: |
$660 | $993 | | 10 Yr Expense Projection*: |
$1,455 | $1,966 |
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6.54% Nasdaq 
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