Marsico 21st Century
1200 17th St Ste 1600 Denver CO 80202
Map
Phone: 888-860-8686
| Category: | Large Growth | | Fund Family: | Marsico Investment Fund | | Net Assets: | 907.25M | | Year-to-Date Return: | 25.63% | | Yield: | 0.27% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-00 |
|
Corydon J. Gilchrist
Lead Manager since
01-Feb-03 | | | Gilchrist served with the fund since April 2008 and has Investment experience since 1996. |
| 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 holds a core position of between 35 and 50 common stocks. |
| Last Dividend
(12-Dec-08):
| 0.03 | | Last Cap Gain
(14-Dec-07):
| 0.74 | | Annual Holdings Turnover
| 143.00% | | Average for Category:
| 112.30% |
|
| Expense | MXXIX | 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 |
|
|
0.03% Nasdaq 
0.01 (0.08%) 
Profile
