Marsico Growth Fund Market Value

MGRIX Fund  USD 25.72  0.43  1.70%   
Marsico Growth's market value is the price at which a share of Marsico Growth trades on a public exchange. It measures the collective expectations of Marsico Growth Fund investors about its performance. Marsico Growth is trading at 25.72 as of the 2nd of March 2025; that is 1.70 percent increase since the beginning of the trading day. The fund's open price was 25.29.
With this module, you can estimate the performance of a buy and hold strategy of Marsico Growth Fund and determine expected loss or profit from investing in Marsico Growth over a given investment horizon. Check out Marsico Growth Correlation, Marsico Growth Volatility and Marsico Growth Alpha and Beta module to complement your research on Marsico Growth.
Symbol

Please note, there is a significant difference between Marsico Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Marsico Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Marsico Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Marsico Growth 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Marsico Growth's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Marsico Growth.
0.00
01/31/2025
No Change 0.00  0.0 
In 31 days
03/02/2025
0.00
If you would invest  0.00  in Marsico Growth on January 31, 2025 and sell it all today you would earn a total of 0.00 from holding Marsico Growth Fund or generate 0.0% return on investment in Marsico Growth over 30 days. Marsico Growth is related to or competes with Marsico Focus, Marsico International, Marsico 21st, Selected American, and Muhlenkamp Fund. The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potentia... More

Marsico Growth Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Marsico Growth's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Marsico Growth Fund upside and downside potential and time the market with a certain degree of confidence.

Marsico Growth Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Marsico Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Marsico Growth's standard deviation. In reality, there are many statistical measures that can use Marsico Growth historical prices to predict the future Marsico Growth's volatility.
Hype
Prediction
LowEstimatedHigh
24.2325.7227.21
Details
Intrinsic
Valuation
LowRealHigh
24.6426.1327.62
Details
Naive
Forecast
LowNextHigh
24.2825.7727.26
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
25.2926.4827.67
Details

Marsico Growth Backtested Returns

Marsico Growth has Sharpe Ratio of -0.1, which conveys that the entity had a -0.1 % return per unit of risk over the last 3 months. Marsico Growth exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please verify Marsico Growth's Risk Adjusted Performance of (0.05), standard deviation of 1.45, and Mean Deviation of 1.03 to check out the risk estimate we provide. The fund secures a Beta (Market Risk) of 0.66, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Marsico Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Marsico Growth is expected to be smaller as well.

Auto-correlation

    
  -0.18  

Insignificant reverse predictability

Marsico Growth Fund has insignificant reverse predictability. Overlapping area represents the amount of predictability between Marsico Growth time series from 31st of January 2025 to 15th of February 2025 and 15th of February 2025 to 2nd of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Marsico Growth price movement. The serial correlation of -0.18 indicates that over 18.0% of current Marsico Growth price fluctuation can be explain by its past prices.
Correlation Coefficient-0.18
Spearman Rank Test0.02
Residual Average0.0
Price Variance0.3

Marsico Growth lagged returns against current returns

Autocorrelation, which is Marsico Growth mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Marsico Growth's mutual fund expected returns. We can calculate the autocorrelation of Marsico Growth returns to help us make a trade decision. For example, suppose you find that Marsico Growth has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Marsico Growth regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Marsico Growth mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Marsico Growth mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Marsico Growth mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Marsico Growth Lagged Returns

When evaluating Marsico Growth's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Marsico Growth mutual fund have on its future price. Marsico Growth autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Marsico Growth autocorrelation shows the relationship between Marsico Growth mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Marsico Growth Fund.
   Regressed Prices   
       Timeline  

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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.

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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