MGRIX : Marsico Growth Fund

MGRIX is a US Stocks Market Large Growth with HIGH fees.

MGRIX

Marsico Growth Fund

FI Score

30 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

30% FI Score
  • mgrix
  • Mutual Fund
  • US Stocks
  • Large Growth

Marsico Growth Fund

Expenses: 1.31% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

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 up to 50 common stocks. In selecting investments for the fund, the investment adviser uses an approach that emphasizes the selection of what the investment adviser believes are stocks of high-quality companies with compelling potential for long-term capital appreciation. The investment approach combines "top-down" macro-economic analysis with "bottom-up" company and security analysis.

Largest Holdings

Amount Holding
8.48% Microsoft Corp
7.88% Amazon.com Inc
7.09% Apple Inc
4.13% Adobe Inc
4.10% Alphabet Inc A
4.03% NVIDIA Corp
3.82% Crown Castle International Corp
3.70% PayPal Holdings Inc
3.55% Sherwin-Williams Co
3.50% Mastercard Inc A
3.45% Visa Inc Class A
3.07% Salesforce.com Inc
2.94% Starbucks Corp
2.79% Zoetis Inc Class A
2.74% Lockheed Martin Corp
2.65% S&P Global Inc
2.61% ServiceNow Inc
2.58% Facebook Inc A
2.58% Chipotle Mexican Grill Inc Class A
2.57% Danaher Corp
2.56% Tesla Inc
2.19% Uber Technologies Inc
2.14% Square Inc A
1.95% Mettler-Toledo International Inc
1.52% Lululemon Athletica Inc

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