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    Marsico Growth (MGRIX)

    21.62 Up 0.22(1.03%) May 1

    Performance Overview as of Mar 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:1.59%
    5-Year Average Return:13.43%
    Number of Years Up:12
    Number of Years Down:5
    Best 1 Yr Total Return (2013-12-31):35.24%
    Worst 1 Yr Total Return (2008-12-31):-42.83%
    Best 3-Yr Total Return (N/A):18.29%
    Worst 3-Yr Total Return (N/A):-17.68%
    Load Adjusted Returns 
    1-Year:11.71%
    3-Year:13.18%
    5-Year:13.43%
    10-Year:7.15%
    Trailing Returns (%) vs. Benchmarks 
    ReturnMGRIXCategoryDiffIndex*Diff
    Year To Date1.59N/AN/AN/AN/A
    1-Month-1.86N/AN/AN/AN/A
    3-Month1.59N/AN/AN/AN/A
    1-Year11.71N/AN/AN/AN/A
    3-Year13.18N/AN/AN/AN/A
    5-Year13.43N/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
    2015N/AN/AN/A
    2014
     
    8.71N/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
    20151.59N/AN/AN/A
    2014-1.135.632.381.67
    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 Date85N/A
    1-Month92N/A
    3-Month85N/A
    6-Month97N/A
    1-Year68N/A
    3-Year83N/A
    5-Year61N/A