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