Marsico Focus Fund (MFOCX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to MFOCX

MFOCX charges 1.34% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among MFOCX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	MFOCX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	MFOCX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	MFOCX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	MFOCX vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	Nov 13, 2000	MFOCX vs VIGAX

Best Risk-Adjusted Alternatives to MFOCX

Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
ONERX	One Rock Fund	87	Mar 6, 2020	MFOCX vs ONERX
ADX	Adams Diversified Equity Fund, Inc.	83	Jan 2, 1990	MFOCX vs ADX
FCGSX	Fidelity Series Growth Company Fund	82	Nov 7, 2013	MFOCX vs FCGSX
BPTRX	Baron Partners Fund	81	Apr 30, 2003	MFOCX vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	81	Aug 17, 1999	MFOCX vs VTMGX

Top Performing MFOCX Alternatives (YTD)

MFOCX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.79%	Sep 28, 2018	MFOCX vs GQEPX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	MFOCX vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	MFOCX vs EFCNX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	-0.48%	Aug 17, 1999	MFOCX vs VTMGX
AMRGX	American Growth Fund Series One	-1.31%	Jul 31, 1958	MFOCX vs AMRGX

Lowest Volatility Alternatives to MFOCX

MFOCX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	MFOCX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.79%	Dec 29, 2015	MFOCX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	MFOCX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.43%	Sep 28, 2018	MFOCX vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	MFOCX vs PROVX

Lowest Drawdown Alternatives to MFOCX

MFOCX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	MFOCX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	MFOCX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.71%	Sep 28, 2018	MFOCX vs GQEPX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	MFOCX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	MFOCX vs BBLIX

Other Mutual Funds from Marsico Investment Fund

Most popular Marsico Investment Fund mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
MXXIX	Marsico Midcap Growth Focus Fund	Mid Cap Growth Equities	62	-4.39%	Feb 1, 2000	MFOCX vs MXXIX
MGLBX	Marsico Global Fund	Global Equities	43	-8.05%	Jun 28, 2007	MFOCX vs MGLBX
MGRIX	Marsico Growth Fund	Large Cap Growth Equities	19	-10.87%	Dec 31, 1997	MFOCX vs MGRIX
MIOFX	Marsico International Opportunities Fund	Foreign Large Cap Equities	23	-10.27%	Jun 29, 2000	MFOCX vs MIOFX

Often Compared With MFOCX

What investors most often compare with MFOCX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BST	BlackRock Science and Technology Trust		73	-8.64%	—	MFOCX vs BST
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	MFOCX vs VOO
ARKK	ARK Innovation ETF	Actively Managed, Technology Equities	55	-12.13%	Oct 31, 2014	MFOCX vs ARKK
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	MFOCX vs QQQ
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	MFOCX vs SPY
FTQGX	Fidelity Focused Stock Fund	Large Cap Growth Equities	41	-7.74%	Nov 12, 1996	MFOCX vs FTQGX
SPMO	Invesco S&P 500 Momentum ETF	S&P 500	66	-5.78%	Oct 9, 2015	MFOCX vs SPMO
VDIGX	Vanguard Dividend Growth Fund	Large Cap Blend Equities, Dividend	10	-6.99%	May 15, 1992	MFOCX vs VDIGX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	MFOCX vs SCHD
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	44	-8.57%	May 17, 1967	MFOCX vs FCNTX
AVUS	Avantis U.S. Equity ETF	Large Cap Growth Equities, Actively Managed	73	-0.32%	Sep 24, 2019	MFOCX vs AVUS
VFINX	Vanguard 500 Index Fund Investor Shares	Large Cap Blend Equities	45	-7.09%	—	MFOCX vs VFINX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	46	-6.77%	—	MFOCX vs FZROX
FBIOX	Fidelity Select Biotechnology Portfolio	Health & Biotech Equities	76	-3.22%	Dec 16, 1985	MFOCX vs FBIOX
IOLZX	ICON Equity Fund	Large Cap Growth Equities	39	-1.68%	Oct 17, 2002	MFOCX vs IOLZX
MAGS	Roundhill Magnificent Seven ETF	Technology Equities	62	-12.16%	Apr 10, 2023	MFOCX vs MAGS
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	27	-4.70%	Feb 20, 2004	MFOCX vs RYGRX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	74	-8.51%	Mar 15, 2001	MFOCX vs ANFFX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	5	-10.06%	Jun 30, 2000	MFOCX vs GXXIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	Large Cap Growth Equities	27	-13.04%	Oct 1, 2002	MFOCX vs TILIX

Compare MFOCX with Any Fund or Stock

Compare MFOCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Marsico Focus Fund

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