Marsico Global Fund

Class No Load (MGLBX)
Scorecard
5 / 5 Stars
Lipper
5 5 3 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#6 in World Stock

U.S. News evaluated 304 World Stock 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 36.29 percent over the past year, 13.35 percent over the past three years, and 25.07 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 36.3%
3 Years (Annualized) 13.3%
5 Years (Annualized) 25.1%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of U.S. and foreign companies that are selected for their long-term growth potential. It normally invests significantly (generally, at least 40% of its net assets) in the securities of issuers organized or located outside the U.S. The fund invests assets in various regions and countries.

Fees

Fees are Above Average compared to funds in the same category.
Marsico Global Fund has an expense ratio of 1.60 percent.

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Risk

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

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See Also:

Top Marsico Investment Fund Funds