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Marsico Focus Fund (MFOCX)

NASDAQ Financial Services Asset Management
$30.48 ▲ +0.40%
Market Cap
$1.13B
Sector
Financial Services
Industry
Asset Management
Beta
1.17
52-Wk Range
25.9-34.15
CEO
Country
US
Currency
USD

Marsico Focus Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Denver, CO, US. The stock last traded at $30.48, up 0.40% on the session, giving a market capitalisation of $1.13B. Its beta of 1.17 implies it has historically moved more than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
1997-12-31
Headquarters
Denver, CO, US
About Marsico Focus Fund

The Marsico Focus Fund primarily allocates its capital to common stocks of large-capitalization companies, specifically those identified as having strong prospects for sustained long-term growth. The portfolio maintains a concentrated structure, typically comprising 20 to 35 individual equity holdings. The fund's investment adviser employs a disciplined selection strategy, emphasizing high-quality businesses believed to possess significant potential for long-term capital appreciation. This analytical framework combines a "top-down" assessment of macroeconomic trends with a detailed "bottom-up" analysis of individual companies and their securities to pinpoint attractive investment opportunities. It's important to note that the fund is classified as non-diversified, reflecting its focused investment approach.

Comparable companies

Marsico Focus Fund is most often compared with the following Financial Services names:

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