Marsico Focus is trading at 31.10 as of the 29th of November 2024; that is 0.7 percent decrease since the beginning of the trading day. The fund's open price was 31.32. Marsico Focus has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 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 31st of August 2024 and ending today, the 29th of November 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. It will normally hold a core position of between 20 and 35 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. More on Marsico Focus Fund
Marsico Focus Fund [MFOCX] is traded in USA and was established 29th of November 2024. Marsico Focus is listed under Marsico Investment Fund category by Fama And French industry classification. 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 40.24%, while the total return for the last 3 years was 10.12%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Marsico Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Marsico Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Marsico Focus Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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.