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    Marsico Growth (MGRIX)

    22.13 Up 0.01(0.05%) Jul 2
    Prev Close:22.12
    YTD Return*:2.58%
    Net Assets*:497.87M
    Yield*:N/A

    * As of 31-May-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MGRIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL7.09N/A
    FB4.92N/A
    BIIB4.67N/A
    CP.TO4.29N/A
    DIS4.25N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:497.87M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.37%

    Performance & Risk

    YTD Return:2.58%
    5y Avg Return:15.09%
    Rank in Category (ytd):91
    % Rank in Category (ytd):5.21%
    Beta (3y):0.96
    Morningstar Risk Rating:3

    Fund Summary

    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 will normally hold a core position of between 35 and 50 common stocks. The investment adviser may reduce or sell the fund's investments in portfolio securities if, in the opinion of the investment adviser, a security's fundamentals change substantially, its price appreciation leads to overvaluation in relation to the investment adviser's estimates of future earnings and cash flow growth, or for other reasons. View More
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