Marsico International Opportunities Fund Institutional Class MIIOX Strategy

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Strategy

The investment seeks long-term growth of capital. The fund invests primarily in foreign securities, such as common stocks of foreign companies that are selected for their long-term growth potential and other foreign securities, whether traded in the U.S. or in foreign markets or both. 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
MIOFX
Marsico International Opportunities FundNo LoadOpen $107.71M1.510%High$2,500−$3.78M
MIIOX
Marsico International Opportunities Fund Institutional ClassInstitutionalOpen $93.68M1.260%High$100,000$32.60M

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