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Marsico Focus MFOCX

Quantitative rating as of | See Marsico Investment Hub
  • NAV / 1-Day Return 17.61  /  2.32 %
  • Total Assets 620.0 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 102%

Morningstar’s Analysis MFOCX

Will MFOCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling People rating and a subpar Parent Pillar limit Marsico Focus to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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