Marsico Growth Fund Quote
| MGRIX Fund | USD 28.20 0.27 0.97% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Marsico Growth is trading at 28.20 as of the 1st of December 2024; that is 0.97 percent increase since the beginning of the trading day. The fund's open price was 27.93. Marsico Growth has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Marsico Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
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. More on Marsico Growth Fund
Moving together with Marsico Mutual Fund
Marsico Mutual Fund Highlights
| Fund Concentration | Marsico Investment Fund Funds, Large Growth Funds, Large Growth, Marsico Investment Fund (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Marsico Growth Fund [MGRIX] is traded in USA and was established 1st of December 2024. Marsico Growth is listed under Marsico Investment Fund category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Marsico Investment Fund family. This fund now has accumulated 301.01 M in assets with no minimum investment requirementsMarsico Growth is currently producing year-to-date (YTD) return of 36.89%, while the total return for the last 3 years was 8.12%.
Check Marsico Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Marsico Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Marsico Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Marsico Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Marsico Growth Fund Mutual Fund Constituents
| ATVI | Activision Blizzard | Stock | Communication Services | |
| AMGN | Amgen Inc | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| SQ | Block Inc | Stock | Industrials | |
| SHW | Sherwin Williams Co | Stock | Materials | |
| SBUX | Starbucks | Stock | Consumer Discretionary |
Marsico Growth Top Holders
| SRIFX | Fundx Sustainable Impact | Mutual Fund | Large Growth |
Marsico Growth Risk Profiles
| Mean Deviation | 0.714 | |||
| Semi Deviation | 0.8944 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.0 |
Marsico Growth Against Markets
Other Information on Investing in Marsico Mutual Fund
Marsico Growth 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 Growth security.
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