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Marsico Midcap Growth Focus Instl MIDFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Marsico Investment Hub

Morningstar’s Analysis MIDFX

Will MIDFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIDFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIDFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MIDFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Marsico Midcap Growth Focus Instl's recent Process Pillar rating upgrade more than counters the negative impact of its fee hike, resulting in an upgrade to its Morningstar Medalist Rating to Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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