Marshall Large-Cap Growth A Fund (MLCAX)

Fund performance review and position details on Marshall Large-Cap Growth A Fund (MLCAX)

Marshall Large-Cap Growth A Fund (MLCAX) Fund Statistics (January 31, 2010)

Category: Large Growth
Net Asset: $5.64M
Yield: 0.24%
Year-to-Date Return: -4.51%
Morningstar rating: 3

Marshall Large-Cap Growth A Fund (MLCAX) Cost

Initial Investment: $1,000
Total Expense Ratio (Large Growth average): 1.24% (1.33%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: %
Annual Holdings Turnover: 142.00%

Marshall Large-Cap Growth A Fund (MLCAX) Performance

1-month Performance (Large Growth category average): -4.51% (-4.87%)
3-month Performance (Large Growth category average): 4.05% (3.82%)
1 Year Performance (Large Growth category average): 35.52% (35.76%)
3 Year Performance (Large Growth category average): -4.62% (-5.20%)
5 Year Performance (Large Growth category average): 0.68% (0.87%)
Best 3 year performance: 9.09%
Worst 3 year performance: -9.14%
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Large Growth category average): 2.6 (2.46)
3 year Beta (Large Growth category average): 0.97 (1)
3 year Sharpe Ratio: -0.23
3 year Treynor: -6.83

Most Recent Top 10 Stock Holdings in Marshall Large-Cap Growth A Fund (MLCAX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
Apple Inc.	4.71%	0.29%
Google Inc.	4.5%	0.81%
Microsoft Corporation	3.4%	0.72%
QUALCOMM Incorporated	2.97%	0.57%
Intel Corporation	2.28%	0.28%
INTL BUSINESS MACH	2.08%	1.58%
Cisco Systems, Inc.	2%	0.38%
PEPSICO INC	1.94%	0.84%
Dell Inc.	1.84%	-0.70%
GOLDMAN SACHS GRP	1.81%	0.91%

*Note: The price change will reset to 0 after the midnight

Marshall Large-Cap Growth A Fund (MLCAX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector	Weighting
Hardware	18.44%
Software	5.21%
Media	0.00%
Telecommunications	4.58%
Consumer services	13.48%
Business Services	9.29%
Financial Services	10.09%
Healthcare	10.18%
Utilities	0.00%
Consumer goods	5.74%
Energy	9.56%
Industrial materials	13.42%

Marshall Large-Cap Growth A Fund (MLCAX) Fund Portfolio Allocation for 10/2009

Stock	98.77%
Bond	0%
Cash	1.22%
Other	0%

Interested in other top mutual funds in similar Large Growth category?

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See more information on Marshall Large-Cap Growth A Fund (MLCAX)

• Marshall Large-Cap Growth A Fund Insights
• Marshall Large-Cap Growth A Fund Performance Data
• Marshall Large-Cap Growth A Fund News
• Marshall Large-Cap Growth A Fund Score Explaination
• Marshall Large-Cap Growth A Fund Manager Information
• Historic Marshall Large-Cap Growth A Fund Asset Allocation Report
• Historic Marshall Large-Cap Growth A Fund Top 10 Holding Tracking
• Historic Marshall Large-Cap Growth A Fund Asset Under Management Tracking