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.
- NAV / 1-Day Return 34.72 / 0.91 %
- Total Assets 251.5 Mil
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Adj. Expense Ratio
- 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.