Marsico Growth Fund (MGRIX) 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 MGRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MGRIX
MGRIX 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 | MGRIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | MGRIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MGRIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MGRIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | MGRIX vs VIGAX |
Best Risk-Adjusted Alternatives to MGRIX
MGRIX has a PortfoliosLab risk / return rank of 9. There are 317 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | MGRIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | MGRIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | MGRIX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | MGRIX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | MGRIX vs CHASX |
Top Performing MGRIX Alternatives (YTD)
MGRIX is at 1.52% YTD. There are 292 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | MGRIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | MGRIX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | MGRIX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | MGRIX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | MGRIX vs FUMIX |
Lowest Volatility Alternatives to MGRIX
MGRIX has 16.64% 1-year volatility. There are 196 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | MGRIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | MGRIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | MGRIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | MGRIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | MGRIX vs BLUEX |
Lowest Drawdown Alternatives to MGRIX
MGRIX has a 1-year max drawdown of -13.55%. There are 153 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 | MGRIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MGRIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MGRIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MGRIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MGRIX vs DNVYX |
Other Mutual Funds from Marsico Investment Fund
The 4 most viewed Marsico Investment Fund mutual funds shown here include MXXIX, MFOCX, MGLBX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Marsico Midcap Growth Focus Fund | Mid Cap Growth Equities | 33 | 17.28% | — | Feb 2000 | MGRIX vs MXXIX | |
| Marsico Focus Fund | Large Cap Growth Equities | 16 | 6.92% | — | Dec 1997 | MGRIX vs MFOCX | |
| Marsico Global Fund | Global Equities | 27 | 15.72% | — | Jun 2007 | MGRIX vs MGLBX | |
| Marsico International Opportunities Fund | Foreign Large Cap Equities | 17 | 11.85% | — | Jun 2000 | MGRIX vs MIOFX |
Often Compared With MGRIX
Investors most often compare MGRIX with FCNTX, VOO, SPY. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MGRIX with Any Fund or Stock
Compare MGRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MGRIX with funds that move differently
Marsico Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MGRIX.
Explore MGRIX Diversifiers