Marsico 21St Century Fund

Class No Load (MXXIX)
Scorecard
2 / 5 Stars
Lipper
2 1 2 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 16.17
Mean 1.12
Sharpe Ratio 0.83
Bear Market Decile Rank 98

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Russell Mid Cap Growth TR USD
R-Squared 84.69 93.07
Beta 1.21 1.02
Alpha -6.2 -1.71

See Also:

Top Marsico Investment Fund Funds