About MFOCX
The Marsico Focus Fund is a non-diversified mutual fund designed to seek long-term capital growth through concentrated investments primarily in large U.S. companies. Its portfolio typically consists of 20 to 35 holdings, distinguishing it from more diversified funds and allowing for greater exposure to its highest-conviction ideas. The fund employs a distinctive investment process that blends top-down macroeconomic analysis—considering global trends such as GDP, interest rates, and sector shifts—with bottom-up research to select high-quality companies demonstrating strong fundamentals, durable competitive advantages, and potential for sustained growth.
The fund generally invests in core, aggressive, and “life cycle change” growth companies, often emphasizing leaders in technology, healthcare, and consumer sectors. Its top holdings have included major firms such as Microsoft, Meta Platforms, and NVIDIA, reflecting a tilt toward innovative, large-cap enterprises. Due to its focused approach, the Marsico Focus Fund may exhibit higher volatility compared to more broadly diversified peers, but it aims to benefit from the growth trajectories of its select investments. Since its inception in 1997, the fund has maintained a commitment to in-depth research and active management, playing a notable role in the large growth mutual fund category.
Fund Family Marsico Investment Fund
Category Large Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MFOCX
Share Class Investor Class
Index S&P 500 TR
MFOCX had a total return of 5.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.87%.
