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 a closer substitute for your current allocation.
Cheapest Alternatives to MXXIX
MXXIX charges 1.33% annually. There are 145 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | MXXIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | MXXIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | MXXIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | MXXIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | MXXIX vs VMFGX |
Best Risk-Adjusted Alternatives to MXXIX
MXXIX has a PortfoliosLab risk / return rank of 36. There are 33 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | MXXIX vs NEEIX | |
| Needham Growth Fund | 92 | — | Jan 1996 | MXXIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 31.20B | Aug 1995 | MXXIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | MXXIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | MXXIX vs POAGX |
Top Performing MXXIX Alternatives (YTD)
MXXIX is at 18.28% YTD. There are 24 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 62.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 62.40% | — | Dec 2016 | MXXIX vs NEEIX | |
| Needham Growth Fund | 62.10% | — | Jan 1996 | MXXIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 39.80% | — | Oct 2000 | MXXIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 28.65% | — | Jul 2019 | MXXIX vs CTIGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 26.81% | 31.20B | Aug 1995 | MXXIX vs VHCOX |
Lowest Volatility Alternatives to MXXIX
MXXIX has 20.11% 1-year volatility. There are 120 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 11.08% | — | May 2021 | MXXIX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | MXXIX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.28% | — | May 2010 | MXXIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | MXXIX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.29% | — | — | MXXIX vs RIPIX |
Lowest Drawdown Alternatives to MXXIX
MXXIX has a 1-year max drawdown of -13.07%. There are 61 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | MXXIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | MXXIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | MXXIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | MXXIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | MXXIX vs SECUX |
Other Mutual Funds from Marsico Investment Fund
The 4 most viewed Marsico Investment Fund mutual funds shown here include MFOCX, MGLBX, MGRIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Marsico Focus Fund | Large Cap Growth Equities | 24 | 10.21% | — | Dec 1997 | MXXIX vs MFOCX | |
| Marsico Global Fund | Global Equities | 36 | 19.52% | — | Jun 2007 | MXXIX vs MGLBX | |
| Marsico Growth Fund | Large Cap Growth Equities | 14 | 4.59% | — | Dec 1997 | MXXIX vs MGRIX | |
| Marsico International Opportunities Fund | Foreign Large Cap Equities | 23 | 16.02% | — | Jun 2000 | MXXIX vs MIOFX |
Often Compared With MXXIX
Investors most often compare MXXIX with BMDSX, BARAX, IVOG. These 20 comparison targets span 9 categories, 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.
Pair MXXIX with funds that move differently
Marsico Midcap Growth Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXXIX.
Explore MXXIX Diversifiers