Marsico Growth Fund (MGRIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MGRIX
MGRIX charges 1.34% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among MGRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | MGRIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | MGRIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | MGRIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | MGRIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | MGRIX vs VIGAX |
Best Risk-Adjusted Alternatives to MGRIX
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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | MGRIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | MGRIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | MGRIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | MGRIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | MGRIX vs VTMGX |
Top Performing MGRIX Alternatives (YTD)
MGRIX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | MGRIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | MGRIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | MGRIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | MGRIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | MGRIX vs AMRGX |
Lowest Volatility Alternatives to MGRIX
MGRIX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | MGRIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | MGRIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | MGRIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | MGRIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | MGRIX vs PROVX |
Lowest Drawdown Alternatives to MGRIX
MGRIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | MGRIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | MGRIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | MGRIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | MGRIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | MGRIX 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 | |
|---|---|---|---|---|---|---|
| Marsico Midcap Growth Focus Fund | Mid Cap Growth Equities | 62 | -4.39% | Feb 1, 2000 | MGRIX vs MXXIX | |
| Marsico Focus Fund | Large Cap Growth Equities | 29 | -7.57% | Dec 31, 1997 | MGRIX vs MFOCX | |
| Marsico Global Fund | Global Equities | 43 | -8.05% | Jun 28, 2007 | MGRIX vs MGLBX | |
| Marsico International Opportunities Fund | Foreign Large Cap Equities | 23 | -10.27% | Jun 29, 2000 | MGRIX vs MIOFX |
Often Compared With MGRIX
What investors most often compare with MGRIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | MGRIX vs FCNTX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | MGRIX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | MGRIX vs SPY | |
| Fidelity OTC Portfolio | Large Cap Growth Equities | 74 | -7.78% | Dec 31, 1984 | MGRIX vs FOCPX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | MGRIX vs FSELX | |
| Vanguard Institutional Index Fund Institutional Pl... | Large Cap Blend Equities | 46 | -7.06% | Jul 7, 1997 | MGRIX vs VIIIX | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 74 | -8.51% | Mar 15, 2001 | MGRIX vs ANFFX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | MGRIX vs GXXIX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | MGRIX vs IOLZX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 27 | -13.04% | Oct 1, 2002 | MGRIX vs TILIX |
Compare MGRIX with Any Fund or Stock
Compare MGRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.