2 / 5 Stars
2 3 4 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#215 in Large Growth
U.S. News evaluated 463 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.08 percent over the past year, 14.68 percent over the past three years, 14.56 percent over the past five years, and 6.56 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||26.9%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||14.6%|
|10 Years (Annualized)||6.6%|
The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of large companies that are selected for long-term growth potential. It normally holds a core position of between 35 and 50 common stocks. The fund may invest without limitation in foreign securities. These securities may be traded in the U.S. or in foreign markets or both, and may be economically tied to emerging markets. It is not intended as a vehicle for investing substantially in derivatives, and may hold such investments only infrequently.
Fees are Average compared to funds in the same category.
Marsico Growth Fund has an expense ratio of 1.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.