Marsico Global Fund Quote
| MGLBX Fund | USD 26.07 0.15 0.57% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Marsico Global is trading at 26.07 as of the 28th of November 2024; that is 0.57 percent decrease since the beginning of the trading day. The fund's open price was 26.22. Marsico Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Marsico Global Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in the common stocks of U.S. and foreign companies that are selected for their long-term growth potential. Under normal market conditions, it will invest significantly in the securities of issuers organized or located outside the U.S. More on Marsico Global Fund
Moving together with Marsico Mutual Fund
Marsico Mutual Fund Highlights
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Marsico Global Fund [MGLBX] is traded in USA and was established 28th of November 2024. Marsico Global is listed under Marsico Investment Fund category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Marsico Investment Fund family. This fund now has accumulated 178.57 M in assets with no minimum investment requirementsMarsico Global is currently producing year-to-date (YTD) return of 39.05%, while the total return for the last 3 years was 5.7%.
Check Marsico Global Probability Of Bankruptcy
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 Global 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.
Top Marsico Global Fund Mutual Fund Constituents
| ATVI | Activision Blizzard | Stock | Communication Services | |
| CRM | Salesforce | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information | |
| ROG | Rogers | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials |
Marsico Global Risk Profiles
| Mean Deviation | 0.8012 | |||
| Semi Deviation | 1.1 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.2 |
Marsico Global Against Markets
Other Information on Investing in Marsico Mutual Fund
Marsico Global 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 Global security.
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