Marshall Small-Cap Growth Inv
111 East Kilbourn Avenue Milwaukee WI 53202 Milwaukee WI 53202
Map
Phone: 800-236-3863
| Category: | Small Growth | | Fund Family: | Marshall | | Net Assets: | 92.76M | | Year-to-Date Return: | -40.04% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Sep-96 |
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Patrick M. Gundlach
Lead Manager since
01-Aug-07 | | | Mr.Gundlach has been a senior analyst for both strategies since 2004.He holds a BBA degree and MS degree in Finance from the University of Wisconsin Madison.He is a member of the CFA Institute and the CFA Society of Milwaukee. |
| 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 small-sized companies similar in size to those within the Russel 2000 Growth index. |
| Last Dividend
| N/A | | Last Cap Gain
(5-Dec-07):
| 3.33 | | Annual Holdings Turnover
| 176.00% | | Average for Category:
| 115.78% |
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| Expense | MRSCX | Category
Avg | | Total Expense Ratio: | 1.53%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$483 | $680 | | 5 Yr Expense Projection*: |
$834 | $1,078 | | 10 Yr Expense Projection*: |
$1,824 | $2,142 |
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6.54% Nasdaq 
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