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Marsico Growth MGRIX

Quantitative rating as of
  • NAV / 1-Day Return 15.32  /  0.20 %
  • Total Assets 247.0 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.340%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 117%

Morningstar’s Analysis MGRIX

Will MGRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Marsico Growth to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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