MGLBX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to MGLBX

MGLBX charges 1.45% annually. There are 226 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	MGLBX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	MGLBX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	MGLBX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	MGLBX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	MGLBX vs VTWAX

Best Risk-Adjusted Alternatives to MGLBX

MGLBX has a PortfoliosLab risk / return rank of 24. There are 176 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	MGLBX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	94	—	Dec 2005	MGLBX vs EPSYX
PGVFX	Polaris Global Value Fund	93	—	May 1998	MGLBX vs PGVFX
JGYIX	John Hancock Global Shareholder Yield Fund	93	—	Feb 2007	MGLBX vs JGYIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	93	—	Sep 1996	MGLBX vs FMIEX

Top Performing MGLBX Alternatives (YTD)

MGLBX is at 15.75% YTD. There are 33 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	32.57%	—	Nov 2016	MGLBX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	23.89%	—	Jan 1987	MGLBX vs OBEGX
LVAGX	LSV Global Value Fund	23.56%	—	Jun 2014	MGLBX vs LVAGX
AGLOX	Ariel Global Fund	22.71%	—	Dec 2011	MGLBX vs AGLOX
PGVFX	Polaris Global Value Fund	21.67%	—	May 1998	MGLBX vs PGVFX

Lowest Volatility Alternatives to MGLBX

MGLBX has 21.76% 1-year volatility. There are 235 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.02%	2.00B	Dec 2013	MGLBX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.03%	2.00B	Dec 2013	MGLBX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.19%	—	Jul 2006	MGLBX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.53%	—	Sep 1990	MGLBX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.56%	—	Jan 2016	MGLBX vs SGMAX

Lowest Drawdown Alternatives to MGLBX

MGLBX has a 1-year max drawdown of -14.92%. There are 216 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	MGLBX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	MGLBX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	MGLBX vs SGMAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	MGLBX vs SVTAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	MGLBX vs CSUAX

Other Mutual Funds from Marsico Investment Fund

The 4 most viewed Marsico Investment Fund mutual funds shown here include MXXIX, MFOCX, MGRIX and span 3 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MXXIX	Marsico Midcap Growth Focus Fund	Mid Cap Growth Equities	26	14.73%	—	Feb 2000	MGLBX vs MXXIX
MFOCX	Marsico Focus Fund	Large Cap Growth Equities	15	9.14%	—	Dec 1997	MGLBX vs MFOCX
MGRIX	Marsico Growth Fund	Large Cap Growth Equities	10	4.75%	—	Dec 1997	MGLBX vs MGRIX
MIOFX	Marsico International Opportunities Fund	Foreign Large Cap Equities	13	11.07%	—	Jun 2000	MGLBX vs MIOFX

Often Compared With MGLBX

Investors most often compare MGLBX with DOCT, FNCMX, DHIVX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DOCT	FT Vest U.S. Equity Deep Buffer ETF - October	Defined Outcome	88	5.91%	383.77M	Oct 2020	MGLBX vs DOCT
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	46	13.37%	—	Sep 2003	MGLBX vs FNCMX
DHIVX	Centre Global Infrastructure Fund	Energy Equities	47	10.52%	—	Jan 2018	MGLBX vs DHIVX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	38	10.69%	176.32B	May 1967	MGLBX vs FCNTX
VFTAX	Vanguard FTSE Social Index Fund Admiral Shares	Large Cap Blend Equities, ESG	46	11.05%	28.00B	Feb 2019	MGLBX vs VFTAX
FITLX	Fidelity U.S. Sustainability Index Fund	Large Cap Blend Equities, ESG	56	10.60%	—	May 2017	MGLBX vs FITLX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	80	12.98%	—	Mar 1994	MGLBX vs NOIEX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	57	4.29%	—	Apr 2003	MGLBX vs BPTRX
AQGIX	AQR Global Equity Fund	Global Equities	80	12.78%	—	Dec 2009	MGLBX vs AQGIX
SPMO	Invesco S&P 500 Momentum ETF	Momentum, S&P 500	51	22.29%	22.01B	Oct 2015	MGLBX vs SPMO
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	23	4.16%	—	May 2011	MGLBX vs GAOAX
QMNNX	AQR Equity Market Neutral Fund Class N	Equity Market Neutral	7	-8.20%	—	Oct 2014	MGLBX vs QMNNX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	34	4.70%	—	Dec 2013	MGLBX vs MVGIX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	14	6.61%	—	Mar 2019	MGLBX vs GQRIX
NWXHX	Nationwide Amundi Strategic Income Fund	Multisector Bonds	99	2.57%	—	Nov 2015	MGLBX vs NWXHX
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	76	18.63%	—	May 2011	MGLBX vs EAPCX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	40	7.88%	—	Jun 2021	MGLBX vs GQFPX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	92	14.89%	3.90B	May 1984	MGLBX vs VGPMX
ARTHX	Artisan Global Equity Fund	Global Equities	34	9.07%	—	Mar 2010	MGLBX vs ARTHX
GCCHX	GMO Climate Change Fund	Global Equities	61	13.71%	—	Apr 2017	MGLBX vs GCCHX

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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Diversifiers

Pair MGLBX with funds that move differently

Marsico Global Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MGLBX.

Explore MGLBX Diversifiers

Marsico Global Fund (MGLBX) Alternatives