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
B (Buy)

Risk

Volatility Measurements

Updated 03.31.2014

Standard Deviation 16.18
Mean 0.9
Sharpe Ratio 0.66
Bear Market Decile Rank 98

Modern Portfolio Theory Statistics

Updated 03.31.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar US Growth TR USD
R-Squared 86.15 92.81
Beta 1.2 1.12
Alpha -6.72 -5.32

See Also:

Top Marsico Investment Fund Funds