Marsico 21st Century Fund Bond Positions Weight
| MXXIX Fund | USD 50.53 0.36 0.72% |
Marsico 21st Century fundamentals help investors to digest information that contributes to Marsico 21st's financial success or failures. It also enables traders to predict the movement of Marsico Mutual Fund. The fundamental analysis module provides a way to measure Marsico 21st's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Marsico 21st mutual fund.
Marsico |
Marsico 21st Century Mutual Fund Bond Positions Weight Analysis
Marsico 21st's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Marsico 21st Century has a Bond Positions Weight of 0.0%. This indicator is about the same for the Marsico Investment Fund average (which is currently at 0.0) family and about the same as Mid-Cap Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Did you try this?
Run Competition Analyzer Now
Competition AnalyzerAnalyze and compare many basic indicators for a group of related or unrelated entities |
| All Next | Launch Module |
Fund Asset Allocation for Marsico 21st
The fund consists of 75.14% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Marsico 21st's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Marsico Fundamentals
| Price To Earning | 32.81 X | ||||
| Price To Book | 3.79 X | ||||
| Price To Sales | 3.49 X | ||||
| Total Asset | 232.77 M | ||||
| Year To Date Return | 3.14 % | ||||
| One Year Return | 45.53 % | ||||
| Three Year Return | 7.64 % | ||||
| Five Year Return | 13.42 % | ||||
| Ten Year Return | 11.91 % | ||||
| Net Asset | 253.98 M | ||||
| Cash Position Weight | 24.86 % | ||||
| Equity Positions Weight | 75.14 % |
About Marsico 21st Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Marsico 21st Century's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Marsico 21st using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Marsico 21st Century based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.| BTC | Bitcoin | |
| TRX | TRON | |
| BNB | Binance Coin |
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.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |