Fund & Portfolio Comparison

Performance Comparison

Ticker/Portfolio Name:

Comparison Box

Portfolio Performance Comparison

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
MVEAX (Marshall Mid-Cap Value A)	NA	12.90%	-0.68%	2.40%	7.84%	NA	NA	…	…

Data as of 12/30/2010, Common starting date is 04/23/1999

More Performance Analytics Comparison

Name	Start Date	End Date
MVEAX (Marshall Mid-Cap Value A)	04/23/1999	12/30/2010

	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999
Annualized Return (%)	0.00	12.90	-0.68	2.40	7.84	NA	NA	…	…	14.08	36.64	-37.15	0.91	13.90	7.13	16.71	35.86	-11.59	22.53	17.27	2.79
Sharpe Ratio	NA	0.62	-0.04	0.03	0.27	NA	NA	…	…	0.68	1.13	-0.92	-0.14	1.06	0.48	1.49	2.36	-0.59	1.19	0.74	0.06
Standard Deviation(%)	NA	20.76	32.96	27.06	22.22	NA	NA	…	…	20.71	32.34	41.35	15.30	10.01	10.44	10.59	14.89	21.33	17.27	17.85	12.12
Draw Down(%)	NA	18.38	53.96	58.54	58.54	NA	NA	…	…	18.38	29.46	52.68	13.98	8.47	7.62	7.64	12.92	29.31	17.94	14.58	14.64
Yield(%)	0.00	0.00	1.59	5.66	8.15	6.47	4.85	…	…	0.00	0.80	4.38	13.48	9.82	10.42	7.36	4.29	0.08	15.60	7.76	12.57

Data as of 12/30/2010, Common starting date is 04/23/1999

Performance Comparison Chart

Annualized Rolling Returns Comparison (Minimum)

Ticker/Portfolio Name	3 Year	5 Year	10 Year	15 Year
MVEAX (Marshall Mid-Cap Value A)	-16.59% Feb 2006 – Feb 2009	-6.34% Feb 2004 – Feb 2009	4.82% Jun 1999 – Jun 2009	0.00% NA

Annualized Rolling Returns Comparison (Maximum)

Ticker/Portfolio Name	3 Year	5 Year	10 Year	15 Year
MVEAX (Marshall Mid-Cap Value A)	22.71% Mar 2003 – Mar 2006	18.43% Feb 2000 – Feb 2005	9.61% Feb 2000 – Feb 2010	0.00% NA

Annualized Rolling Returns Comparison Chart