Marsico Growth
1200 17th St Ste 1600 Denver CO 80202
Map
Phone: 888-860-8686
| Category: | Large Growth | | Fund Family: | Marsico Investment Fund | | Net Assets: | 1.19B | | Year-to-Date Return: | 21.39% | | Yield: | 0.56% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-97 |
|
Thomas F. Marsico
Lead Manager since
31-Dec-97 | | | Marsico is the chief investment officer of Marsico Capital and has over 20 years experience as a securities analyst and portfolio manager. |
| 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 |
|
| |
| 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 hold a core position of between 35 and 50 common stocks. |
| Last Dividend
(12-Dec-08):
| 0.09 | | Last Cap Gain
(12-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 101.52% |
|
| Expense | MGRIX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 397 | $658 | | 5 Yr Expense Projection*: |
$ 686 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,511 | $2,035 |
|
|
1.73% Nasdaq 
Profile
