Morningstar

Marsico Growth Fund Institutional Class MIGWX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Marsico Investment Hub
  • NAV / 1-Day Return $26.69  /  +1.06 %
  • Fund Size $379.1M
  • Adjusted Expense Ratio 1.020%
  • Net Expense Ratio 1.030%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 117%
NAV and 1-Day Return as of

Morningstar’s Analysis MIGWX

Will MIGWX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIGWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIGWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MIGWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Marsico Growth Institutional holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MIGWX

More MIGWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.62 33M
Technology

Apple Inc

8.14 31M
Technology

Amazon.com Inc

7.81 30M
Consumer Cyclical

Microsoft Corp

7.56 29M
Technology

Alphabet Inc Class A

7.42 28M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.03 23M
Technology

GE Aerospace

5.64 22M
Industrials

Costco Wholesale Corp

4.41 17M
Consumer Defensive

GE Vernova Inc

4.26 16M
Industrials

Meta Platforms Inc Class A

3.95 15M
Communication Services

Sponsor Center