Marsico Growth Fund Price on October 1, 2024
| MGRIX Fund | USD 27.93 0.26 0.92% |
Below is the normalized historical share price chart for Marsico Growth Fund extending back to February 03, 1998. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Marsico Growth stands at 27.93, as last reported on the 29th of November, with the highest price reaching 27.93 and the lowest price hitting 27.93 during the day.
If you're considering investing in Marsico Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Marsico Mutual Fund to be very steady. Marsico Growth has Sharpe Ratio of 0.2, which conveys that the entity had a 0.2% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Marsico Growth, which you can use to evaluate the volatility of the fund. Please verify Marsico Growth's Mean Deviation of 0.7175, downside deviation of 1.13, and Risk Adjusted Performance of 0.1085 to check out if the risk estimate we provide is consistent with the expected return of 0.18%.
Marsico Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Marsico |
Sharpe Ratio = 0.1985
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MGRIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Marsico Growth is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Marsico Growth by adding it to a well-diversified portfolio.
Marsico Growth Valuation on October 1, 2024
It is possible to determine the worth of Marsico Growth on a given historical date. On October 1, 2024 Marsico was worth 26.3 at the beginning of the trading date compared to the closed value of 26.3. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Marsico Growth mutual fund. Still, in general, we apply an absolute valuation method to find Marsico Growth's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Marsico Growth where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Marsico Growth's related companies.
| Open | High | Low | Close | Volume | |
| 26.59 | 26.59 | 26.59 | 26.59 | 1.00 | |
10/01/2024 | 26.30 | 26.30 | 26.30 | 26.30 | 1.00 |
| 26.33 | 26.33 | 26.33 | 26.33 | 1.00 |
| Backtest Marsico Growth | | | Marsico Growth History | | | Marsico Growth Valuation | Previous | Next |
Marsico Growth Trading Date Momentum on October 1, 2024
| On October 02 2024 Marsico Growth Fund was traded for 26.33 at the closing time. The highest daily price throughout the period was 26.33 and the lowest price was 26.33 . There was no trading activity during the period 1.0. Lack of trading volume on 10/02/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.11% . The trading delta at closing time to current closing price is 2.36% . |
Marsico Growth Fundamentals Correlations and Trends
By evaluating Marsico Growth's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Marsico Growth's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Marsico financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Marsico Growth Mutual Fund history
Marsico Growth investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Marsico is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Marsico Growth will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Marsico Growth stock prices may prove useful in developing a viable investing in Marsico Growth
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.
Marsico Growth Mutual Fund Technical Analysis
Marsico Growth technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Marsico Growth Period Price Range
Low | November 29, 2024
| High |
0.00 | 0.00 |
Marsico Growth Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Marsico Growth November 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Marsico Growth mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Marsico Growth shares will generate the highest return on investment. By undertsting and applying Marsico Growth mutual fund market strength indicators, traders can identify Marsico Growth Fund entry and exit signals to maximize returns
Marsico Growth Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Marsico Growth's price direction in advance. Along with the technical and fundamental analysis of Marsico Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Marsico to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1085 | |||
| Jensen Alpha | 0.0236 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | 0.0119 | |||
| Treynor Ratio | 0.1413 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
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.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |