Marshall Large-Cap Growth I Fund (MLCIX)

Fund performance review and position details on Marshall Large-Cap Growth I Fund (MLCIX)

Marshall Large-Cap Growth I Fund (MLCIX) Fund Statistics (January 31, 2010)

Category: Large Growth
Net Asset: $102.89M
Yield: 0.37%
Year-to-Date Return: -4.5%
Morningstar rating: 3

Marshall Large-Cap Growth I Fund (MLCIX) Cost

Initial Investment: $2,000,000
Total Expense Ratio (Large Growth average): 0.99% (1.33%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 142.00%

Marshall Large-Cap Growth I Fund (MLCIX) Performance

1-month Performance (Large Growth category average): -4.50% (-4.87%)
3-month Performance (Large Growth category average): 4.08% (3.82%)
1 Year Performance (Large Growth category average): 35.61% (35.76%)
3 Year Performance (Large Growth category average): -4.49% (-5.20%)
5 Year Performance (Large Growth category average): 0.77% (0.87%)
Best 3 year performance: 0
Worst 3 year performance: 0
Number of Years of positive return: 1 years
Number of Years of negative return: 0 years
3 year Alpha (Large Growth category average): 2.73 (2.46)
3 year Beta (Large Growth category average): 0.97 (1)
3 year Sharpe Ratio: -0.22
3 year Treynor: -6.7

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

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
Apple Inc.	4.71%	-1.07%
Google Inc.	4.5%	-1.13%
Microsoft Corporation	3.4%	-0.07%
QUALCOMM Incorporated	2.97%	-0.94%
Intel Corporation	2.28%	-0.93%
INTL BUSINESS MACH	2.08%	-0.52%
Cisco Systems, Inc.	2%	-0.72%
PEPSICO INC	1.94%	0.06%
Dell Inc.	1.84%	-0.96%
GOLDMAN SACHS GRP	1.81%	0.25%

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

Marshall Large-Cap Growth I Fund (MLCIX) 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 I Fund (MLCIX) 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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• U.S. Securities and Exchange Commission Filing on Marshall Large-Cap Growth I Fund (MLCIX)
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• Morningstar page on Marshall Large-Cap Growth I Fund (MLCIX)
• Yahoo Finance page on Marshall Large-Cap Growth I Fund (MLCIX)
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Books and Resources

See more information on Marshall Large-Cap Growth I Fund (MLCIX)

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