Marsico Focus Fund Quote
| MFOCX Fund | USD 27.83 0.06 0.22% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Marsico Focus is trading at 27.83 as of the 9th of June 2024; that is -0.22 percent down since the beginning of the trading day. The fund's open price was 27.89. Marsico Focus has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Marsico Focus Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of May 2024 and ending today, the 9th of June 2024. Click here to learn more.
The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. Marsico Focus is traded on NASDAQ Exchange in the United States. More on Marsico Focus Fund
Moving together with Marsico Mutual Fund
Marsico Mutual Fund Highlights
| Fund Concentration | Large Growth, Marsico Investment Fund, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of June 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Marsico Focus Fund [MFOCX] is traded in USA and was established 9th of June 2024. The fund is listed under Large Growth category and is part of Marsico Investment Fund family. This fund now has accumulated 711.59 M in assets with no minimum investment requirementsMarsico Focus is currently producing year-to-date (YTD) return of 22.99%, while the total return for the last 3 years was 10.35%.
Check Marsico Focus Probability Of Bankruptcy
Instrument Allocation
Top Marsico Focus Fund Mutual Fund Constituents
| SPGI | SP Global | Stock | Financials |
| ATVI | Activision Blizzard | Stock | Communication Services |
| JPM | JPMorgan Chase Co | Stock | Financials |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care |
| V | Visa Class A | Stock | Financials |
| UPS | United Parcel Service | Stock | Industrials |
Marsico Focus Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Marsico Focus market risk premium is the additional return an investor will receive from holding Marsico Focus long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Marsico Focus. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Marsico Focus' alpha and beta are two of the key measurements used to evaluate Marsico Focus' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8016 | |||
| Semi Deviation | 0.7361 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.11 |
Marsico Focus Against Markets
Other Information on Investing in Marsico Mutual Fund
Marsico Focus financial ratios help investors to determine whether Marsico Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Marsico with respect to the benefits of owning Marsico Focus security.
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