Marsico Global Fund (MGLBX) Alternatives

Marsico Global Fund (MGLBX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MGLBX. 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 MGLBX

MGLBX charges 1.45% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among MGLBX alternatives.

Symbol	Name	Expense Ratio	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	Nov 25, 1996	MGLBX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	Jun 15, 2005	MGLBX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	Sep 17, 2014	MGLBX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	Jun 7, 2012	MGLBX vs UCEQX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	0.14%	Dec 12, 2013	MGLBX vs VMNVX

Best Risk-Adjusted Alternatives to MGLBX

Among mutual funds in the Global 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
VGPMX	Vanguard Global Capital Cycles Fund	97	May 23, 1984	MGLBX vs VGPMX
CAEIX	Calvert Global Energy Solutions Fund	94	May 30, 2007	MGLBX vs CAEIX
GCCHX	GMO Climate Change Fund	94	Apr 4, 2017	MGLBX vs GCCHX
ARTHX	Artisan Global Equity Fund	93	Mar 28, 2010	MGLBX vs ARTHX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	93	—	MGLBX vs GLIFX

Top Performing MGLBX Alternatives (YTD)

MGLBX alternatives from the Global Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	11.49%	Jun 9, 2019	MGLBX vs RTXAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	9.67%	Jun 29, 2021	MGLBX vs GQFPX
FGIAX	Nuveen Global Infrastructure Fund Class A	9.53%	Dec 17, 2007	MGLBX vs FGIAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	8.35%	Aug 28, 2017	MGLBX vs CSUAX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	7.75%	Mar 29, 2019	MGLBX vs GQRIX

Lowest Volatility Alternatives to MGLBX

MGLBX alternatives from the Global Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
MFWIX	MFS Global Total Return Fund Class I	8.85%	Sep 4, 1990	MGLBX vs MFWIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	10.02%	Dec 12, 2013	MGLBX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	10.05%	Dec 12, 2013	MGLBX vs VMNVX
MVGIX	MFS Low Volatility Global Equity Fund	10.51%	Dec 4, 2013	MGLBX vs MVGIX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	10.71%	—	MGLBX vs GLIFX

Lowest Drawdown Alternatives to MGLBX

MGLBX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MFWIX	MFS Global Total Return Fund Class I	-6.85%	Sep 4, 1990	MGLBX vs MFWIX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	-7.93%	Dec 12, 2013	MGLBX vs VMNVX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	-7.96%	Dec 12, 2013	MGLBX vs VMVFX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-7.98%	Aug 28, 2017	MGLBX vs CSUAX
FGIAX	Nuveen Global Infrastructure Fund Class A	-8.29%	Dec 17, 2007	MGLBX vs FGIAX

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	MGLBX vs MXXIX
MFOCX	Marsico Focus Fund	Large Cap Growth Equities	29	-7.57%	Dec 31, 1997	MGLBX vs MFOCX
MGRIX	Marsico Growth Fund	Large Cap Growth Equities	19	-10.87%	Dec 31, 1997	MGLBX vs MGRIX
MIOFX	Marsico International Opportunities Fund	Foreign Large Cap Equities	23	-10.27%	Jun 29, 2000	MGLBX vs MIOFX

Often Compared With MGLBX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
DOCT	FT Vest U.S. Equity Deep Buffer ETF - October	Defined Outcome	83	-1.95%	Oct 16, 2020	MGLBX vs DOCT
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	53	-10.43%	—	MGLBX vs FNCMX
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	44	-8.57%	May 17, 1967	MGLBX vs FCNTX
DHIVX	Centre Global Infrastructure Fund	Energy Equities	86	11.31%	Jan 28, 2018	MGLBX vs DHIVX
FITLX	Fidelity US Sustainability Index Fund	Large Cap Blend Equities	51	-8.73%	May 9, 2017	MGLBX vs FITLX
VFTAX	Vanguard FTSE Social Index Fund Admiral Shares	Large Cap Growth Equities	30	-10.48%	Feb 7, 2019	MGLBX vs VFTAX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	81	-7.34%	Apr 30, 2003	MGLBX vs BPTRX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	50	-4.59%	Mar 31, 1994	MGLBX vs NOIEX
SPMO	Invesco S&P 500 Momentum ETF	S&P 500	66	-5.78%	Oct 9, 2015	MGLBX vs SPMO
AQGIX	AQR Global Equity Fund	Global Equities	47	-6.63%	Dec 30, 2009	MGLBX vs AQGIX
QMNNX	AQR Equity Market Neutral Fund N	Equity Market Neutral	80	-3.36%	Oct 7, 2014	MGLBX vs QMNNX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	30	-5.28%	May 31, 2011	MGLBX vs GAOAX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	92	6.04%	Sep 25, 1996	MGLBX vs FMIEX

Compare MGLBX with Any Fund or Stock

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

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Marsico Global Fund

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