Marsico Midcap Growth Focus Fund (MXXIX) Alternatives
Marsico Midcap Growth Focus Fund (MXXIX) belongs to the Mid 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 MXXIX. 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 MXXIX
MXXIX charges 1.33% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among MXXIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | MXXIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | MXXIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | MXXIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | MXXIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | MXXIX vs VMGMX |
Best Risk-Adjusted Alternatives to MXXIX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | MXXIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | MXXIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | MXXIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | MXXIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | MXXIX vs BFGIX |
Top Performing MXXIX Alternatives (YTD)
MXXIX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | MXXIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | MXXIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | MXXIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | MXXIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | MXXIX vs NEEGX |
Lowest Volatility Alternatives to MXXIX
MXXIX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | MXXIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | MXXIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | MXXIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | MXXIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | MXXIX vs VSNGX |
Lowest Drawdown Alternatives to MXXIX
MXXIX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | MXXIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | MXXIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | MXXIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | MXXIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | MXXIX vs VLEQX |
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 Focus Fund | Large Cap Growth Equities | 29 | -7.57% | Dec 31, 1997 | MXXIX vs MFOCX | |
| Marsico Global Fund | Global Equities | 43 | -8.05% | Jun 28, 2007 | MXXIX vs MGLBX | |
| Marsico Growth Fund | Large Cap Growth Equities | 19 | -10.87% | Dec 31, 1997 | MXXIX vs MGRIX | |
| Marsico International Opportunities Fund | Foreign Large Cap Equities | 23 | -10.27% | Jun 29, 2000 | MXXIX vs MIOFX |
Often Compared With MXXIX
What investors most often compare with MXXIX, based on PortfoliosLab usage data.
Compare MXXIX with Any Fund or Stock
Compare MXXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.