MGRIX – Marsico Growth 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 up to 50 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fundamental investment approach combines "top-down" macro-economic analysis and investment theme development with "bottom-up" company and security analysis to identify attractive opportunities.

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
MGRIX	Marsico Growth Fund	No Load	Open			Dec 31, 1997	$279.20M	1.280%	High	$2,500	−$94.95M
MIGWX	Marsico Growth Fund Institutional Class	Institutional	Open			Dec 6, 2021	$101.19M	1.020%	High	$100,000	$48.97M

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