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 383 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | MFOCX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MFOCX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | MFOCX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | MFOCX vs TILIX |
Best Risk-Adjusted Alternatives to MFOCX
MFOCX has a PortfoliosLab risk / return rank of 26. There are 246 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | MFOCX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | MFOCX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | MFOCX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | MFOCX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MFOCX vs POGRX |
Top Performing MFOCX Alternatives (YTD)
MFOCX is at 11.24% YTD. There are 138 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | MFOCX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | MFOCX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | MFOCX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | MFOCX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | MFOCX vs FOKFX |
Lowest Volatility Alternatives to MFOCX
MFOCX has 16.44% 1-year volatility. There are 295 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | MFOCX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | MFOCX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | MFOCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | MFOCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | MFOCX vs AWYIX |
Lowest Drawdown Alternatives to MFOCX
MFOCX has a 1-year max drawdown of -10.44%. There are 47 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | MFOCX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MFOCX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MFOCX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | MFOCX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MFOCX vs AQEIX |
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 | 33 | 14.82% | — | Feb 2000 | MFOCX vs MXXIX | |
| Marsico Global Fund | Global Equities | 32 | 17.17% | — | Jun 2007 | MFOCX vs MGLBX | |
| Marsico Growth Fund | Large Cap Growth Equities | 16 | 7.03% | — | Dec 1997 | MFOCX vs MGRIX | |
| Marsico International Opportunities Fund | Foreign Large Cap Equities | 18 | 12.35% | — | 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