Marsico Midcap Growth Focus Fund (MXXIX)
Marsico Midcap Growth Focus Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Denver, CO, US. The stock last traded at $62.18, down 0.02% on the session, giving a market capitalisation of $767.4M. Its beta of 1.07 implies it has historically moved more than the broad market.
This fund primarily allocates its capital to equity securities, specifically chosen for their potential to deliver significant long-term growth. Under typical market conditions, at least 80% of the portfolio's value will be dedicated to shares of growing businesses with medium market capitalizations. The fund's investment adviser employs a strategy centered on pinpointing high-caliber companies whose stocks offer a compelling prospect for sustained capital appreciation over an extended period. This investment methodology integrates a comprehensive "top-down" analysis of macroeconomic factors with a detailed, company-specific "bottom-up" evaluation of individual securities.
Marsico Midcap Growth Focus Fund is most often compared with the following Financial Services names: