MFOCX – Marsico Focus Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. It will normally hold a core position of between 20 and 35 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MFOCX	Marsico Focus Fund	No Load	Open			Dec 31, 1997	$844.75M	1.180%	High	$2,500	−$113.65M
MIFOX	Marsico Focus Fund Institutional Class	Institutional	Open			Dec 6, 2021	$194.64M	0.920%	High	$100,000	−$11.85M

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