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Nasdaq - Delayed Quote USD

Marsico Midcap Growth Focus Instl (MIDFX)

49.88
+0.73
+(1.49%)
At close: 8:01:39 PM EDT
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  • Previous Close 49.15
  • YTD Return 3.24%
  • Expense Ratio 1.15%
  • Category Mid-Cap Growth
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 398.79M
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 76.00%
  • Last Dividend --
  • Inception Date Dec 6, 2021

The fund invests primarily in common stocks that are selected for their long-term growth potential. Under normal circumstances, it will invest at least 80% of the value of its assets in medium-capitalization (or “midcap”) growth companies. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fundamental investment approach combines "top-down" macro-economic analysis and investment theme development with "bottom-up" company and security analysis to identify attractive opportunities.

Marsico Investment Fund

Fund Family

Mid-Cap Growth

Fund Category

398.79M

Net Assets

2021-12-06

Inception Date

More about Marsico Midcap Growth Focus Instl

Performance Overview: MIDFX

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Trailing returns as of 3/31/2025. Category is Mid-Cap Growth.

YTD Return

MIDFX
3.24%
Category
10.80%
 

1-Year Return

MIDFX
28.81%
Category
48.17%
 

3-Year Return

MIDFX
11.34%
Category
21.26%
 

5-Year Return

MIDFX
14.83%
Category
20.18%
 

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Holdings: MIDFX

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Sector Weightings

SectorMIDFX
Technology   29.79%
Industrials   23.30%
Consumer Cyclical   13.87%
Communication Services   12.62%
Financial Services   10.85%
Utilities   4.76%
Real Estate   3.01%
Healthcare   1.81%
Basic Materials   0.00%
Consumer Defensive   0.00%
Energy   0.00%
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Recent News: MIDFX

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Research Reports: MIDFX

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