Advertisement
Skip to Content

Marsico Growth MGRIX

Quantitative rating as of | See Marsico Investment Hub
  • NAV / 1-Day Return 15.55  /  0.83 %
  • Total Assets 250.7 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.200%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 117%

Morningstar’s Analysis MGRIX

Will MGRIX outperform in future?

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

Summary

|

Marsico Growth earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. 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.

Unlock our full analysis with Morningstar Investor