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Marsico Midcap Growth Focus Fund MXXIX

Quantitative rating as of | See Marsico Investment Hub
  • NAV / 1-Day Return 34.72  /  0.91 %
  • Total Assets 251.5 Mil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 55%

Morningstar’s Analysis MXXIX

Will MXXIX outperform in future?

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

Summary

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A middling People rating and a subpar Parent Pillar limit Marsico Midcap Growth Focus Fund to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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