The firm's lasting product shelf is its strength. Its 10-year success ratio of 80% means 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. Marsico has served investors well through its very competitive risk-adjusted performance, with an average five-year Morningstar Rating of 3.8 stars across its open-end and exchange-traded funds. Marsico open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Marsico's rating.
Which Funds Are the Biggest Holders of Meta Stock?
Fidelity, Davis, and a Capital Group ETF have large stakes as Meta stock surges.