Marsico Growth Financials
| MGRIX Fund | USD 27.93 0.26 0.92% |
Marsico |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Marsico Growth Fund Summary
Marsico Growth competes with Europacific Growth, Washington Mutual, Capital World, HUMANA, and SCOR PK. The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. It will normally hold a core position of up to 50 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fundamental investment approach combines top-down macro-economic analysis and investment theme development with bottom-up company and security analysis to identify attractive opportunities.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5730122000 |
| Business Address | Marsico Investment |
| Mutual Fund Family | Marsico Investment Fund |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 888 860 8686 |
| Currency | USD - US Dollar |
Marsico Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Marsico Growth's current stock value. Our valuation model uses many indicators to compare Marsico Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Marsico Growth competition to find correlations between indicators driving Marsico Growth's intrinsic value. More Info.Marsico Growth Fund is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Marsico Growth Fund is roughly 6.42 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Marsico Growth's earnings, one of the primary drivers of an investment's value.Marsico Growth Systematic Risk
Marsico Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Marsico Growth volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Marsico Growth correlated with the market. If Beta is less than 0 Marsico Growth generally moves in the opposite direction as compared to the market. If Marsico Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Marsico Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Marsico Growth is generally in the same direction as the market. If Beta > 1 Marsico Growth moves generally in the same direction as, but more than the movement of the benchmark.
Marsico Growth November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Marsico Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Marsico Growth Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Marsico Growth Fund based on widely used predictive technical indicators. In general, we focus on analyzing Marsico Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Marsico Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.13 | |||
| Information Ratio | 0.0134 | |||
| Maximum Drawdown | 4.82 | |||
| Value At Risk | (1.92) | |||
| Potential Upside | 1.64 |
Other Information on Investing in Marsico Mutual Fund
Marsico Growth 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 Growth security.
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