Marsico Focus
1200 17th St Ste 1600 Denver CO 80202
Map
Phone: 888-860-8686
| Category: | Large Growth | | Fund Family: | Marsico Investment Fund | | Net Assets: | 2.07B | | Year-to-Date Return: | 29.90% | | Yield: | 0.58% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-97 |
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Thomas F. Marsico
Lead Manager since
31-Dec-97 | | | Portfolio Manager, Tom Marsico is the Chief Financial Officer of Marsico Capital Management and manages a sleeve of the Counsel Select America Fund. Mr. Marsico has over 20 years of experience as a securities analyst and portfolio manager. Prior to forming Marsico Capital Management, Mr. Marsico served as the portfolio manager for the Janus Twenty Fund and the Janus Growth and Income Fund. Marsico has served with the fund since December 1997. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. It normally holds a core position of between 20 and 30 common stocks. The fund is nondiversified. |
| Last Dividend
(12-Dec-08):
| 0.09 | | Last Cap Gain
(12-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 112.30% |
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| Expense | MFOCX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.10% Nasdaq 0.00%
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