Marshall Mid-Cap Growth I
111 East Kilbourn Avenue Milwaukee WI 53202 Milwaukee WI 53202
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Phone: 800-236-3863
| Category: | Mid-Cap Growth | | Fund Family: | Marshall | | Net Assets: | 171.21M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Feb-08 |
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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: | $2,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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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
| N/A | | Annual Holdings Turnover
| 169.00% | | Average for Category:
| 117.59% |
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| Expense | MRMIX | Category
Avg | | Total Expense Ratio: | %
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$325 | $701 | | 5 Yr Expense Projection*: |
$563 | $1,080 | | 10 Yr Expense Projection*: |
$1,248 | $2,122 |
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1.49% Nasdaq 
0.27%
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