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.
- NAV / 1-Day Return 15.55 / 0.83 %
- Total Assets 250.7 Mil
Adj. Expense Ratio
- 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.