About MGRIX
The Marsico Growth Fund Investor Class is a diversified mutual fund focused on achieving long-term capital appreciation by investing primarily in the common stocks of large companies with significant growth potential. Managed by Marsico Capital Management since its inception in 1997, the fund employs a blend of top-down macroeconomic analysis and bottom-up security selection to identify high-quality companies poised for long-term success. It typically maintains a concentrated portfolio of up to 50 core holdings, emphasizing major beneficiaries of secular trends such as technological innovation, increased convenience, and global market shifts.
The fund’s strategy targets industries including technology, communication services, consumer cyclical, and healthcare, with notable positions in firms like Microsoft, Apple, and Meta Platforms. This approach aims to complement a core equity allocation by tapping into companies driving market transformation through innovation and scale. Managed by a team with decades of experience, the investor class of the Marsico Growth Fund is geared toward investors seeking exposure to established and emerging leaders in the large growth category, balancing a higher risk profile with a focus on long-term value creation.
Fund Family Marsico Investment Fund
Category Large-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MGRIX
Share Class Investor Class
Index S&P 500 TR
MGRIX had a total return of 5.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.29%.
