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Nasdaq - Delayed Quote USD
Marsico Focus (MFOCX)
24.23
+0.15
+(0.62%)
At close: 8:03:55 PM EDT
Fund Summary
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 20 and 35 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 50.09% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -12.64% |
| 5y Average Return | 20.41% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MFOCX | Category Average | MFOCX | Category Average | MFOCX | Category Average | |
| Alpha | 2.9 | 0.03 | -0.07 | 0.04 | 0.91 | 0.01 |
| BETA | 1.13 | 0.01 | 1.15 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 1.15 | 0.02 | 1.74 | 0.02 | 1.23 | 0.01 |
| R-squared | 85.09 | 0.89 | 84.76 | 0.87 | 81.77 | 0.87 |
| Standard Deviation | 21.13 | 0.2 | 21.18 | 0.16 | 18.36 | 0.15 |
| Sharpe Ratio | 0.44 | 0.01 | 0.86 | 0.01 | 0.7 | 0.01 |
| Treynor Ratio | 6.77 | 0.21 | 15.28 | 0.21 | 11.11 | 0.15 |
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