Marsico Growth Fund

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

#271 in Large Growth

U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.63 percent over the past year, 13.91 percent over the past three years, 18.35 percent over the past five years, and 7.31 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.4%
1 Year 24.6%
3 Years (Annualized) 13.9%
5 Years (Annualized) 18.3%
10 Years (Annualized) 7.3%

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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.

Fees

Fees are Above Average compared to funds in the same category.
Marsico Growth Fund has an expense ratio of 1.37 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Marsico Investment Fund Funds