Morningstar

Marsico International Opportunities Fund MIOFX

Medalist Rating as of Sep 30, 2026 See Marsico Investment Hub

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 Fund	No Load	Open			Jun 30, 2000	$103.12M	1.510%	High	$2,500	−$8.80M
MIIOX	Marsico International Opportunities Fund Institutional Class	Institutional	Open			Dec 6, 2021	$90.45M	1.260%	High	$100,000	$24.32M

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