Marsico Global Fund Institutional Class MIGOX

Morningstar Medalist Rating
  • NAV / 1-Day Return$32.59  /  +0.99%
  • Fund Size$393.5M
  • Adjusted Expense Ratio1.060%
  • Net Expense Ratio1.070%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Large-Stock Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio68%

Morningstar’s Analysis MIGOX

Will MIGOX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Marsico Global Institutional holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings MIGOX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings59.5
Top 10 Holdings
% Portfolio Weight
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