About MIOFX
The Marsico International Opportunities Fund is a diversified mutual fund focused on seeking long-term growth of capital by investing primarily in foreign securities. It generally allocates no less than 65% of its net assets to common stocks of foreign companies selected for their long-term growth potential, including those traded as American Depositary Receipts or directly on foreign markets. The fund employs a blend of top-down macroeconomic analysis and bottom-up company research, emphasizing investments in high-quality companies with strong fundamentals, market leadership, and potential for durable growth. Its portfolio is diversified globally and includes holdings across sectors such as technology, healthcare, industrials, communication services, and energy. The fund is managed by the Marsico Capital team, with a focus on fundamental research and rigorous security selection. It serves investors seeking international equity exposure with an emphasis on large growth companies and aims to capitalize on opportunities worldwide outside the U.S., acknowledging the risks associated with foreign investing, including political, economic, and currency factors. Expense ratios are maintained with limits through fee waiver agreements, enhancing cost efficiency for the fund's share classes.
Fund Family Marsico Investment Fund
Category Foreign Large Growth
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol MIOFX
Share Class Investor Class
Index MSCI EAFE NR USD
MIOFX had a total return of 17.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.52%.
