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Marsico Global MGLBX

Quantitative rating as of | See Marsico Investment Hub
  • NAV / 1-Day Return 15.57  /  1.08 %
  • Total Assets 159.5 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.460%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 100%

Morningstar’s Analysis MGLBX

Will MGLBX 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 Global 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 most expensive quintile among peers.

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