Skip to Content

Marsico

Marsico Parent Rating

Average

Marsico's track record as a steward is mixed, leading to an Average Parent Pillar rating.

Even with an average pillar rating, Marsico has had impressive longevity among its product shelf. The firm's success ratio is 80%, meaning that 80% of its strategies have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Longest-tenured managers’ average tenure within the firm is 16 years, bringing a wealth of knowledge through multiple market cycles and ultimately contributing positively to the rating. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Marsico's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.

Marsico Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.65 Bil

Investment Flows (TTM)

−68.15 Mil

Asset Growth Rate (TTM)

−5.29%

# of Share Classes

10
Morningstar Rating # of Share Classes
0
0
10
0
0
Not Rated 0

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

Sponsor Center