Dow Up0.08% Nasdaq Down0.30%

Marsico Growth (MGRIX)

23.87 Up 0.13(0.55%) Sep 18

Performance Overview as of Aug 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:8.19%
5-Year Average Return:16.83%
Number of Years Up:11
Number of Years Down:5
Best 1 Yr Total Return (1999-12-31):53.31%
Worst 1 Yr Total Return (2008-12-31):-42.83%
Best 3-Yr Total Return (N/A):17.23%
Worst 3-Yr Total Return (N/A):-17.68%
Load Adjusted Returns 
1-Year:25.47%
3-Year:18.34%
5-Year:16.83%
10-Year:8.07%
Trailing Returns (%) vs. Benchmarks 
ReturnMGRIXCategoryDiffIndex*Diff
Year To Date8.19N/AN/AN/AN/A
1-Month4.41N/AN/AN/AN/A
3-Month6.46N/AN/AN/AN/A
1-Year25.47N/AN/AN/AN/A
3-Year18.34N/AN/AN/AN/A
5-Year16.83N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)28.00N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-17.43N/AN/AN/AN/A
Annual Total Return (%) History () 
YearMGRIXCategoryDiff
2014N/AN/AN/A
2013
 
35.24N/AN/A
2012
 
12.57N/AN/A
2011
 
-0.94N/AN/A
2010
 
19.19N/AN/A
2009
 
29.36N/AN/A
2008
 
-42.83N/AN/A
2007
 
14.28N/AN/A
2006
 
6.58N/AN/A
2005
 
6.74N/AN/A
2004
 
14.38N/AN/A
2003
 
31.97N/AN/A
2002
 
-16.79N/AN/A
2001
 
-20.33N/AN/A
2000
 
-15.85N/AN/A
1999
 
53.31N/AN/A
1998
 
43.40N/AN/A
Past Quarterly Returns (%) for MGRIX 
Q1Q2Q3Q4
2014-1.135.63N/AN/A
201310.422.638.599.90
201215.96-6.125.22-1.73
20115.421.08-15.5110.03
20105.72-12.7513.6813.67
2009-9.7515.8916.066.56
2008-13.530.68-13.58-24.00
20070.455.308.56-0.48
20063.34-4.470.007.95
2005-4.303.493.434.20
20042.66-0.691.3310.72
2003-0.8515.005.629.58
20023.84-4.79-14.53-1.52
2001-16.244.05-17.4710.75
20002.84-10.052.97-11.65
19999.555.98-2.1634.95
199819.609.45-11.8424.26
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date37N/A
1-Month41N/A
3-Month18N/A
6-Month55N/A
1-Year36N/A
3-Year56N/A
5-Year35N/A