Marsico International Opportunities Fund MIOFX Strategy
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 | $107.71M | 1.510% | High | $2,500 | −$3.78M | |||
MIIOX
| Marsico International Opportunities Fund Institutional Class | Institutional | Open | $93.68M | 1.260% | High | $100,000 | $32.60M |