Marsico 21St Century Fund

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

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 15.9
Mean 1.03
Sharpe Ratio 0.77
Bear Market Decile Rank 98

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar US Growth TR USD
R-Squared 88.5 92.58
Beta 1.2 1.11
Alpha -4.69 -4.59

See Also:

Top Marsico Investment Fund Funds