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    Marsico Focus (MFOCX)

    20.21 Up 0.10(0.50%) Dec 26

    Performance Overview as of Nov 29, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:12.44%
    5-Year Average Return:14.96%
    Number of Years Up:11
    Number of Years Down:5
    Best 1 Yr Total Return (1999-12-31):55.27%
    Worst 1 Yr Total Return (2008-12-31):-40.75%
    Best 3-Yr Total Return (N/A):17.16%
    Worst 3-Yr Total Return (N/A):-18.49%
    Load Adjusted Returns 
    1-Year:15.48%
    3-Year:19.52%
    5-Year:14.96%
    10-Year:8.24%
    Trailing Returns (%) vs. Benchmarks 
    ReturnMFOCXCategoryDiffIndex*Diff
    Year To Date12.44N/AN/AN/AN/A
    1-Month1.32N/AN/AN/AN/A
    3-Month1.64N/AN/AN/AN/A
    1-Year15.48N/AN/AN/AN/A
    3-Year19.52N/AN/AN/AN/A
    5-Year14.96N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)27.68N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-17.72N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearMFOCXCategoryDiff
    2014N/AN/AN/A
    2013
     
    38.11N/AN/A
    2012
     
    11.75N/AN/A
    2011
     
    -2.65N/AN/A
    2010
     
    18.31N/AN/A
    2009
     
    30.49N/AN/A
    2008
     
    -40.75N/AN/A
    2007
     
    12.93N/AN/A
    2006
     
    8.60N/AN/A
    2005
     
    9.69N/AN/A
    2004
     
    11.70N/AN/A
    2003
     
    31.24N/AN/A
    2002
     
    -16.69N/AN/A
    2001
     
    -20.81N/AN/A
    2000
     
    -17.91N/AN/A
    1999
     
    55.27N/AN/A
    1998
     
    51.30N/AN/A
    Past Quarterly Returns (%) for MFOCX 
    Q1Q2Q3Q4
    2014-1.136.644.09N/A
    201311.554.406.4511.41
    201216.24-5.323.25-1.65
    20114.70-1.43-14.4610.27
    20105.82-13.7813.1914.57
    2009-9.2815.8716.536.53
    2008-13.660.58-11.06-23.29
    2007-0.732.3510.970.16
    20064.28-4.580.338.78
    2005-4.272.966.604.41
    20041.01-1.930.6812.00
    2003-0.0914.224.3310.23
    20024.49-3.45-14.87-3.00
    2001-18.634.85-16.5311.20
    20000.21-8.302.88-13.17
    199912.562.350.0034.78
    199823.1011.70-10.1122.41
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date31N/A
    1-Month91N/A
    3-Month80N/A
    6-Month30N/A
    1-Year34N/A
    3-Year49N/A
    5-Year52N/A