About MGLBX
The Marsico Global Fund Investor Class is an actively managed mutual fund focused on long-term capital growth through investment in a concentrated portfolio of leading global companies. Managed by Marsico Capital Management, the fund typically invests in 25 to 40 large-cap equities from both U.S. and international markets, selecting firms the adviser identifies as high-quality, innovative, and poised for faster growth. The fund is sector agnostic, emphasizing companies with strong global franchises, sustainable competitive advantages, and compelling market opportunities. Its flexible mandate allows approximately 60% allocation to U.S. stocks and about 40% to international stocks, offering broad exposure to global secular growth trends such as digital transformation and the rise of emerging markets. Selection criteria include superior management, robust balance sheets, and transformative growth catalysts. The Marsico Global Fund Investor Class aims to build a portfolio of the manager’s highest-conviction ideas, blending U.S. and international equities for potential long-term capital appreciation. Its investment process is rooted in disciplined fundamental research and a commitment to identifying market-leading, innovative companies worldwide.
Fund Family Marsico Investment Fund
Category Global Large-Cap Growth
Performance Rating High
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol MGLBX
Share Class Investor Class
Index MSCI AC World NR USD
MGLBX had a total return of 14.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.61%.
