Marsico Focus Fund (MFOCX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MFOCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MFOCX
MFOCX charges 1.34% annually. There are 377 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MFOCX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MFOCX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | MFOCX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MFOCX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | MFOCX vs VIGAX |
Best Risk-Adjusted Alternatives to MFOCX
MFOCX has a PortfoliosLab risk / return rank of 23. There are 198 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | MFOCX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | MFOCX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | MFOCX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | MFOCX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | MFOCX vs FOCPX |
Top Performing MFOCX Alternatives (YTD)
MFOCX is at 9.46% YTD. There are 136 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | MFOCX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | MFOCX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | MFOCX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | MFOCX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | MFOCX vs POGRX |
Lowest Volatility Alternatives to MFOCX
MFOCX has 17.41% 1-year volatility. There are 275 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | MFOCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | MFOCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | MFOCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | MFOCX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | MFOCX vs GQEPX |
Lowest Drawdown Alternatives to MFOCX
MFOCX has a 1-year max drawdown of -10.44%. There are 44 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MFOCX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MFOCX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MFOCX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MFOCX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MFOCX vs DNVYX |
Other Mutual Funds from Marsico Investment Fund
The 4 most viewed Marsico Investment Fund mutual funds shown here include MXXIX, MGLBX, MGRIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Marsico Midcap Growth Focus Fund | Mid Cap Growth Equities | 39 | 18.94% | — | Feb 2000 | MFOCX vs MXXIX | |
| Marsico Global Fund | Global Equities | 38 | 19.65% | — | Jun 2007 | MFOCX vs MGLBX | |
| Marsico Growth Fund | Large Cap Growth Equities | 13 | 3.36% | — | Dec 1997 | MFOCX vs MGRIX | |
| Marsico International Opportunities Fund | Foreign Large Cap Equities | 24 | 15.38% | — | Jun 2000 | MFOCX vs MIOFX |
Often Compared With MFOCX
Investors most often compare MFOCX with BST, VOO, ARKK. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare MFOCX with Any Fund or Stock
Compare MFOCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MFOCX with funds that move differently
Marsico Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MFOCX.
Explore MFOCX Diversifiers