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Marshall Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
Marshall Funds MARSHALL AGGREGATE BOND FUND CL I 572353613 MRAIX Mutual Fund   Government Bond - General  $           2000000  $             100000  $           2000000 0.55 0 None No Yes 29 Y
Marshall Funds MARSHALL CORE PLUS BOND FUND CL I 572353464 MCBIX Mutual Fund   Corporate Bond - General  $           2000000  $             -  $           - -999 0 None No Yes 29 Y
Marshall Funds MARSHALL CORPORATE INCOME FUND CL I 572353431 MCIIX Mutual Fund   Corporate Bond - General  $           2000000  $             -  $           - -999 0 None No Yes 29 Y
Marshall Funds MARSHALL EMERGING MARKETS EQ CL I 572353498 MIEMX Mutual Fund   Diversified Emerging Markets  $           2000000  $             -  $           - -999 0 None No Yes 29 Y
Marshall Funds MARSHALL GOVERNMENT INCOME FUND CL I 572353597 MGIIX Mutual Fund   Government Bond - Mortgage  $           2000000  $             100000  $           2000000 0.55 0 None No Yes 29 Y
Marshall Funds MARSHALL INTL STOCK FUND CLASS I 572353712 MRIIX Mutual Fund   Foreign Stock  $           2000000  $             100000  $           1000 1.23 0 None No Yes 29 Y
Marshall Funds MARSHALL LARGE CAP GROWTH FUND CL I 572353555 MLCIX Mutual Fund   Growth  $           2000000  $             100000  $           2000000 1.03 0 None No Yes 29 Y
Marshall Funds MARSHALL LARGE CAP VALUE FUND CL A 572353795 MAEIX Mutual Fund   Growth and Income  $           1000  $             50  $           1000 1.24 0 5.75 Yes Yes 29 Y
Marshall Funds MARSHALL LARGE CAP VALUE FUND CL I 572353563 MLVIX Mutual Fund   Growth and Income  $           2000000  $             100000  $           2000000 1.24 0 None No Yes 29 Y
Marshall Funds MARSHALL MID CAP GROWTH FD A 572353761 MMSAX Mutual Fund   Growth  $           1000  $             50  $           1000 1.26 0 5.75 Yes Yes 29 Y
Marshall Funds MARSHALL MID CAP GROWTH FUND CL I 572353530 MRMIX Mutual Fund   Growth  $           2000000  $             100000  $           2000000 1.01 0 None No Yes 29 Y
Marshall Funds MARSHALL MID CAP VALUE FUND CL I 572353548 MRVIX Mutual Fund   Growth  $           2000000  $             100000  $           2000000 1.02 0 None No Yes 29 Y
Marshall Funds MARSHALL MID CAP VALUE-CL A 572353779 MVEAX Mutual Fund   Growth  $           1000  $             50  $           1000 1.24 0 5.75 Yes Yes 29 Y
Marshall Funds MARSHALL SHORT INTERMEDIATE BD FD I 572353589 MIBIX Mutual Fund   Corporate Bond - High Quality  $           2000000  $             100000  $           2000000 0.55 0 None No Yes 29 Y
Marshall Funds MARSHALL SHORT TERM INCOME BOND FD CL I 572353571 MSIFX Mutual Fund   Corporate Bond - High Quality  $           2000000  $             100000  $           2000000 0.35 0 None No Yes 29 Y
Marshall Funds MARSHALL SMALL CAP GROWTH FUND CL A 572353746 MASCX Mutual Fund   Small Company  $           1000  $             50  $           1000 1.51 0 5.75 Yes Yes 29 Y
Marshall Funds MARSHALL SMALL CAP GROWTH FUND CL I 572353522 MSGIX Mutual Fund   Small Company  $           2000000  $             100000  $           2000000 1.27 0 None No Yes 29 Y
Marshall Funds MARSHALL AGGREGATE BOND FUND CL Y 572353621 MABYX Mutual Fund   Government Bond - General  $           1000  $             50  $           1000 0.8 0 None Yes Yes Y Y
Marshall Funds MARSHALL CORE PLUS BOND FUND CL Y 572353456 MCYBX Mutual Fund   Corporate Bond - General  $           1000  $             50  $           1000 -999 0 None Yes Yes Y Y
Marshall Funds MARSHALL CORPORATE INCOME FUND CL Y 572353423 MCIYX Mutual Fund   Corporate Bond - General  $           1000  $             50  $           1000 -999 0 None Yes Yes Y Y
Marshall Funds MARSHALL EMERGING MARKETS EQ FD CL Y 572353480 MEMYX Mutual Fund   Diversified Emerging Markets  $           1000  $             50  $           1000 -999 0 None Yes Yes Y Y
Marshall Funds MARSHALL GOVERNMENT INCOME CL Y 572353605 MRGIX Mutual Fund   Government Bond - Mortgage  $           1000  $             50  $           1000 0.8 0 None Yes Yes Y Y
Marshall Funds MARSHALL GOVERNMENT MONEY MARKET CL Y 572353662 MGYXX Mutual Fund    $           1000  $             50  $           1000 None No Yes Y Y
Marshall Funds MARSHALL INTERMED TAX FREE CL Y 572353845 MITFX Mutual Fund   Municipal Bond - National  $           1000  $             50  $           1000 0.55 0 None Yes Yes Y Y
Marshall Funds MARSHALL INTERNATL STOCK CL Y 572353837 MRISX Mutual Fund   Foreign Stock  $           1000  $             50  $           1000 1.47 0 None Yes Yes Y Y
Marshall Funds MARSHALL LARGE CAP GROWTH CL Y 572353704 MASTX Mutual Fund   Growth  $           1000  $             50  $           1000 1.27 0 None Yes Yes Y Y
Marshall Funds MARSHALL LARGE CAP VALUE FUND CL Y 572353886 MREIX Mutual Fund   Growth and Income  $           1000  $             50  $           1000 1.24 0 None Yes Yes Y Y
Marshall Funds MARSHALL MID CAP GROWTH CL Y 572353878 MRMSX Mutual Fund   Growth  $           1000  $             50  $           1000 1.26 0 None Yes Yes Y Y
Marshall Funds MARSHALL MID CAP VALUE CL Y 572353860 MRVEX Mutual Fund   Growth  $           1000  $             50  $           1000 1.24 0 None Yes Yes Y Y
Marshall Funds MARSHALL SHORT INTERMEDIATE BD Y 572353506 MAIBX Mutual Fund   Corporate Bond - High Quality  $           1000  $             50  $           1000 0.8 0 None Yes Yes Y Y
Marshall Funds MARSHALL SHORT TERM INCOME CL Y 572353407 MSINX Mutual Fund   Corporate Bond - High Quality  $           1000  $             50  $           1000 0.6 0 None Yes Yes Y Y
Marshall Funds MARSHALL SMALL CAP GROWTH CL Y 572353829 MRSCX Mutual Fund   Small Company  $           1000  $             50  $           1000 1.51 0 None Yes Yes Y Y



 








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