Marsico Global
1200 17th St Ste 1600 Denver CO 80202
Map
Phone: 888-860-8686
| Category: | World Stock | | Fund Family: | Marsico Investment Fund | | Net Assets: | 110.34M | | Year-to-Date Return: | 32.99% | | Yield: | 0.91% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Jun-07 |
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Corydon J. Gilchrist
Lead Manager since
02-Jul-07 | | | Gilchrist is portfolio manger with Marsico Capital. Prior to joining Marsico Capital in 2000, Gilchrist spent four years as an international portfolio manager and analyst at The Principal Financial Group (Invista Capital Management), where he served on a committee that managed several international equity funds. Gilchrist holds the Chartered Financial Analyst designation. |
| 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 U.S. and foreign companies that are selected for their long-term growth potential. It normally invests significantly (generally, at least 40% of net assets) in the securities of issuers organized or located outside the U.S. or doing business outside the U.S. The fund invests assets in various regions and countries. |
| Last Dividend
(12-Dec-08):
| 0.08 | | Last Cap Gain
(14-Dec-07):
| 0.17 | | Annual Holdings Turnover
| 201.00% | | Average for Category:
| 91.16% |
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| Expense | MGLBX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.11% Nasdaq 
0.01%
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