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Marsico Focus (MFOCX)

28.50 -0.69 (-2.36%)
At close: October 30 at 8:08:27 PM EDT
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  • Previous Close 29.19
  • YTD Return 6.92%
  • Expense Ratio 1.18%
  • Category --
  • Last Cap Gain 54.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 1.04B
  • Beta (5Y Monthly) 1.11
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 64.00%
  • Last Dividend 0.03
  • Inception Date Dec 31, 1997

The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. It will normally hold a core position of between 20 and 35 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fund is non-diversified.

Marsico Investment Fund

Fund Family

--

Fund Category

1.04B

Net Assets

1997-12-31

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026.

YTD Return

MFOCX
6.92%
Category
0.00%

1-Year Return

MFOCX
6.26%
Category
0.00%

3-Year Return

MFOCX
24.36%
Category
0.00%

5-Year Return

MFOCX
11.86%
Category
0.00%

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