
I'm wondering if there ought to be a category between Neutral and Negative. I got to thinking about FOSFX and MXXIX which are negative presumably because of new, untested managers. However, they have to be improvements over the newly departed
manager may not have a track record you can study. For example, after Cory Gilchrist's recent departure from Marsico 21st Century MXXIX , Brandon Geisler stepped into Gilchrist's shoes on that fund. While Geisler has been a research analyst
These include two whose managers were replaced last month: Fidelity Magellan FMAGX and Marsico 21st Century MXXIX / Columbia Marsico 21st Century NMTAX. For Magellan, many different lagging stocks rather than one particular bet were the
other U.S.-stock funds, however, this one buys stocks of any market capitalization. It's time for investors in Marsico 21st Century to move on. Cory Gilchrist, who had been at Marsico since 2000 and served as lead manager on this fund since 2003
stock funds, however, this one buys stocks of any market capitalization. It's time for investors in Columbia Marsico 21st Century to move on. Cory Gilchrist, who had been at Marsico since 2000 and served as lead manager on this fund since 2003
amazing run, many will be curious to know what they foresee for that commodity. Meanwhile, Gilchrist's Marsico 21st Century MXXIX , which focuses mainly on the United States, has a huge overweighting in the consumer cyclical sector
I have been with this fund literally since inception which was February 2000. The long term record is still pretty good but the 5, 3 and YTD numbers stink. I know that they changed fund managers several years back so maybe that is a factor. I hate the fact that the fund owns a large position in
I hold MXXIX and WWNPX. Both are in Taxable account. Loosing around 3% and making about 5% respectively. I invested in about 2008 time. I am looking to get rid of it because of performance issues. What do you guys think? What will be a suitable replacement for these? TIA
What do you think of MXXIX , FNICX and EXEYX as large cap funds?
MGRIX with fund-company founder and veteran portfolio manager Tom Marsico. Before that, Hillary had run Marsico 21st Century MXXIX , a large-growth fund that invested heavily in mid-cap stocks, since its June 2000 inception. Losing