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.
- NAV / 1-Day Return 17.61 / 2.32 %
- Total Assets 620.0 Mil
Adj. Expense Ratio
- 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.