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Marsico Midcap Growth Focus Fund (MXXIX)

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42.94 +0.14    +0.33%
31/05 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 256.57M
Type:  Fund
Market:  United States
Issuer:  Marsico Investment Fund
Asset Class:  Equity
Marsico 21st Century 42.94 +0.14 +0.33%

MXXIX Overview

 
Find basic information about the Marsico Midcap Growth Focus Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MXXIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US5730123099)
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Rating
1-Year Change25.41%
Prev. Close42.8
Risk Rating
TTM Yield0%
ROE26.95%
IssuerMarsico Investment Fund
Turnover76%
ROA10.46%
Inception Date36557
Total Assets256.57M
Expenses1.45%
Min. Investment2,500
Market Cap36.47B
CategoryMid - Cap Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1008 1186 1143 949 1612 2532
Fund Return 0.84% 18.61% 14.32% -1.75% 10.03% 9.73%
Place in category 124 329 160 325 285 185
% in Category 19 54 27 66 55 48

Top Equity Funds by Marsico Investment Fund

  Name Rating Total Assets YTD% 3Y% 10Y%
  Marsico Focus 826.34M 14.45 7.22 14.44
  Marsico Growth 378.05M 10.81 3.37 13.32

Top Funds for Mid-Cap Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  T. Rowe Price Mid-Cap Growth I 12.43B 2.15 0.66 -
  T. Rowe Price Mid-Cap Growth 12.22B 2.11 0.53 10.72
  Principal MidCap Institutional 11.96B 3.94 4.54 12.12
  Vanguard Mid-Cap Growth Index Admir 11.29B 2.05 0.43 10.29
  T. Rowe Price New Horizons I 10.77B -3.06 -8.15 -

Top Holdings

Name ISIN Weight % Last Change %
  Synopsys US8716071076 6.50 552.27 -1.52%
  Chipotle Mexican Grill US1696561059 5.79 3,067.52 -1.98%
  Constellation Software CA21037X1006 4.94 3,794.14 +0.08%
  KLA Corp US4824801009 4.78 747.55 -1.58%
  Amphenol US0320951017 4.66 131.89 -0.36%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Neutral Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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