Marsico 21st Financials
| MXXIX Fund | USD 55.18 0.35 0.64% |
Marsico |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Marsico 21st Fund Summary
Marsico 21st competes with Hodges Fund, Royce Smaller-companie, Marsico International, Marsico Focus, and Kinetics Paradigm. The fund invests primarily in common stocks that are selected for their long-term growth potential. Under normal circumstances, it will invest at least 80 percent of the value of its assets in medium-capitalization growth companies. 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.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5730123099 |
| Business Address | Marsico Investment |
| Mutual Fund Family | Marsico Investment Fund |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 888 860 8686 |
| Currency | USD - US Dollar |
Marsico Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Marsico 21st's current stock value. Our valuation model uses many indicators to compare Marsico 21st value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Marsico 21st competition to find correlations between indicators driving Marsico 21st's intrinsic value. More Info.Marsico 21st Century is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Marsico 21st Century is roughly 8.66 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Marsico 21st's earnings, one of the primary drivers of an investment's value.Marsico 21st Century Systematic Risk
Marsico 21st's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Marsico 21st volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Marsico 21st Century correlated with the market. If Beta is less than 0 Marsico 21st generally moves in the opposite direction as compared to the market. If Marsico 21st Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Marsico 21st Century is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Marsico 21st is generally in the same direction as the market. If Beta > 1 Marsico 21st moves generally in the same direction as, but more than the movement of the benchmark.
Marsico 21st December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Marsico 21st help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Marsico 21st Century. We use our internally-developed statistical techniques to arrive at the intrinsic value of Marsico 21st Century based on widely used predictive technical indicators. In general, we focus on analyzing Marsico Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Marsico 21st's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.2 | |||
| Information Ratio | 0.1465 | |||
| Maximum Drawdown | 5.68 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 2.41 |
Other Information on Investing in Marsico Mutual Fund
Marsico 21st financial ratios help investors to determine whether Marsico Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Marsico with respect to the benefits of owning Marsico 21st security.
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