| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#231 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Marsico Investment Fund funds
Performance
The fund has returned 9.42 percent over the past year, 11.86 percent over the past three years, 3.83 percent over the past five years, and 7.57 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.1% |
| 1 Year | 9.4% |
| 3 Years (Annualized) | 11.9% |
| 5 Years (Annualized) | 3.8% |
| 10 Years (Annualized) | 7.6% |
Summary
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
Fees are Average compared to funds in the same category.
Marsico Growth Fund has an expense ratio of 1.35 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
