Marshall Small-Cap Growth I
111 East Kilbourn Avenue Milwaukee WI 53202 Milwaukee WI 53202
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Phone: 800-236-3863
| Category: | Small Growth | | Fund Family: | Marshall | | Net Assets: | 134.69M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Feb-08 |
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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: | $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 common stocks of small-sized companies similar in size to those within the Russel 2000 Growth index. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 176.00% | | Average for Category:
| 114.64% |
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| Expense | MSGIX | Category
Avg | | Total Expense Ratio: | %
| 1.60% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$406 | $686 | | 5 Yr Expense Projection*: |
$702 | $1,085 | | 10 Yr Expense Projection*: |
$1,545 | $2,158 |
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1.49% Nasdaq 
0.27%
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