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Morningstar

Marsico Mutual Funds

View all of Marsico’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Marsico Funds List

Share Class Type

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Marsico FocusMFOCXLarge Growth12.51%21.450%HighNo Load$2,500
Marsico Focus InstitutionalMIFOXLarge Growth15.80%21.200%HighInstitutional$100,000
Marsico GlobalMGLBXGlobal Large-Stock Growth18.65%11.500%HighNo Load$2,500
Marsico Global InstitutionalMIGOXGlobal Large-Stock Growth18.72%11.250%HighInstitutional$100,000
Marsico International OpportunitiesMIOFXForeign Large Growth16.88%11.500%HighNo Load$2,500
Marsico International Opportunities InstMIIOXForeign Large Growth16.99%11.250%HighInstitutional$100,000
Marsico GrowthMGRIXLarge Growth11.06%81.460%HighNo Load$2,500
Marsico Growth InstitutionalMIGWXLarge Growth11.53%61.210%HighInstitutional$100,000
Marsico Midcap Growth Focus FundMXXIXMid-Cap Growth8.41%141.460%HighNo Load$2,500
Marsico Midcap Growth Focus InstlMIDFXMid-Cap Growth8.53%141.210%HighInstitutional$100,000

Marsico Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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