Marsico Growth Fund (MGRIX)
Marsico Growth Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Denver, CO, US. The stock last traded at $26.46, up 0.30% on the session, giving a market capitalisation of $400.1M. Its beta of 1.18 implies it has historically moved more than the broad market.
The fund primarily allocates its capital to the common shares of substantial corporations, chosen specifically for their projected long-term growth trajectory. Typically, its portfolio maintains a concentrated core of no more than fifty distinct equity holdings. The investment adviser's strategy prioritizes identifying high-caliber companies whose stocks are believed to offer strong potential for significant capital appreciation over an extended period. This investment methodology seamlessly integrates a broad "top-down" macroeconomic analysis with a meticulous "bottom-up" evaluation of individual companies and their securities.
Marsico Growth Fund is most often compared with the following Financial Services names: