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 Dow Up 0.38% Nasdaq Up 0.83%

Marsico Growth (MGRIX)

23.09 Down 0.01(0.04%) Jul 21
Prev Close:23.09
YTD Return*:4.43%
Net Assets*:574.00M
Yield*:0.21%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for MGRIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GILD6.3413.57
PCLN5.647.26
MON4.537.76
BIIB4.2316.16
FB3.9124.54

Fund Basics

Morningstar Overall Rating:
Total Assets:574M
Category:Large Growth
Annual Report Expense Ratio (net):1.37%

Performance & Risk

YTD Return:4.43%
5y Avg Return:18.35%
Rank in Category (ytd):56
% Rank in Category (ytd):3.22%
Beta (3y):1.12
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 long-term growth potential. It normally holds a core position of between 35 and 50 common stocks. The fund may invest without limitation in foreign securities. These securities may be traded in the U.S. or in foreign markets or both, and may be economically tied to emerging markets. View More
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