Marsico Growth Fund
MGRIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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90-Day Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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52-Week Low
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NAV
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52-Week Low
52-Week High
Company Information
Provider
Marsico Investment Fund
Manager/Tenure
(Years)
(Years)
Thomas F. Marsico (27), Peter C. Marsico (5), James D. Marsico (4)
Website
Address
Marsico Investment Fund
Denver CO - 80202
Denver CO - 80202
Country
United States
Phone Number
888-860-8686
Investment Strategy
The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. It will normally hold a core position of up to 50 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fundamental investment approach combines "top-down" macro-economic analysis and investment theme development with "bottom-up" company and security analysis to identify attractive opportunities.