Marsico Investment Fund Mutual Funds List
Here you can find all mutual funds issued by Marsico Investment Fund and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 1.39%
- Avg. 1 Year Return
- 25.59%
- Avg. 5 Year Return
- 13.28%
- Median Risk/Return Score
- 24 / 100
Marsico Investment Fund Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marsico Focus Fund | Large Cap Growth Equities | Dec 31, 1997 | 1.34% | 10.21% | 18.73% | 16.16% | 24 | ||||||||
| Marsico Global Fund | Global Equities | Jun 28, 2007 | 1.45% | 19.52% | 20.28% | 10.15% | 36 | ||||||||
| Marsico Growth Fund | Large Cap Growth Equities | Dec 31, 1997 | 1.34% | 4.59% | 17.52% | 15.56% | 14 | ||||||||
| Marsico International Opportunities Fund | Foreign Large Cap Equities | Jun 29, 2000 | 1.50% | 16.02% | 12.86% | 4.09% | 23 | ||||||||
| Marsico Midcap Growth Focus Fund | Mid Cap Growth Equities | Feb 1, 2000 | 1.33% | 18.28% | 17.44% | 10.10% | 36 |
Explore top Marsico Investment Fund Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Marsico Investment Fund Mutual funds by Risk/Return Score
The top Marsico Investment Fund Mutual funds by PortfoliosLab Risk/Return Score are MGLBX (36) and MXXIX (36).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Marsico Global Fund | 36 | — | Jun 2007 | |
| Marsico Midcap Growth Focus Fund | 36 | — | Feb 2000 | |
| Marsico Focus Fund | 24 | — | Dec 1997 | |
| Marsico International Opportunities Fund | 23 | — | Jun 2000 | |
| Marsico Growth Fund | 14 | — | Dec 1997 |
Best-Performing Marsico Investment Fund Mutual funds Over 5 Years
The top Marsico Investment Fund Mutual funds is MFOCX (14.83%).
Across the lineup, Marsico Investment Fund Mutual funds show an average 1-year return of 25.59% and an average 5-year return of 13.28%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Marsico Focus Fund | 14.83% | — | Dec 1997 | |
| Marsico Global Fund | 14.16% | — | Jun 2007 | |
| Marsico Midcap Growth Focus Fund | 13.33% | — | Feb 2000 | |
| Marsico International Opportunities Fund | 12.27% | — | Jun 2000 | |
| Marsico Growth Fund | 11.80% | — | Dec 1997 |
Lowest-Cost Marsico Investment Fund Mutual funds
The top Marsico Investment Fund Mutual funds is MXXIX (1.33%).
With an average expense ratio of 1.39%, Marsico Investment Fund Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Marsico Midcap Growth Focus Fund | 1.33% | — | Feb 2000 | |
| Marsico Focus Fund | 1.34% | — | Dec 1997 | |
| Marsico Growth Fund | 1.34% | — | Dec 1997 | |
| Marsico Global Fund | 1.45% | — | Jun 2007 | |
| Marsico International Opportunities Fund | 1.50% | — | Jun 2000 |
Highest-Yield Marsico Investment Fund Mutual funds
The top Marsico Investment Fund Mutual funds is MFOCX (16.16%).
Across the lineup, Marsico Investment Fund Mutual funds show an average dividend yield of 11.21%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Marsico Focus Fund | 16.16% | — | Dec 1997 | |
| Marsico Growth Fund | 15.56% | — | Dec 1997 | |
| Marsico Global Fund | 10.15% | — | Jun 2007 | |
| Marsico Midcap Growth Focus Fund | 10.10% | — | Feb 2000 | |
| Marsico International Opportunities Fund | 4.09% | — | Jun 2000 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
MXXIX vs. BMDSXMXXIX vs. BARAXMXXIX vs. IVOGMXXIX vs. SPYMXXIX vs. PRDMXMFOCX vs. BSTMFOCX vs. VOOMFOCX vs. FTQGXMFOCX vs. ARKKMFOCX vs. QQQMGLBX vs. DOCTMGLBX vs. FNCMXMGLBX vs. FCNTXMGLBX vs. DHIVXMGLBX vs. VFTAXMGRIX vs. FCNTXMGRIX vs. VOOMGRIX vs. SPYMGRIX vs. FSELXMGRIX vs. FOCPXMIOFX vs. VXUSMIOFX vs. IDMOMIOFX vs. MINIXMIOFX vs. NOIEXMIOFX vs. MDIJX