MFOCX Rating, Research - Marsico Focus

Marsico Focus (mfocx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 211

Threats + Weaknesses = 117

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mfocx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Marsico Focus (MFOCX) Description: MFOCX is a mutual fund, which is an investment that owns a basket of assets. The MFOCX mutual fund was provided by Marsico and this investment vehicle derives the majority of its value from equity holdings (stocks). Marsicos mutual fund has a long management tenure and is in the large fund size classification. MFOCXs minimum initial investment amount is $2500 while the IRA minimum is $1000. MFOCXs expense ratio is roughly 1%. The latest MFOCXs front end load was 0% and the back end load was 0%. The Marsico Focus (MFOCX) mutual fund falls under the large-cap growth category. MFOCX focuses its investments in USA and MFOCX is not affiliated with a particular industry or fund sector. The Marsico Focus (MFOCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MFOCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MFOCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of large-capitalization companies, primarily common stocks (see stock research) and securities that can be converted into common stocks (see stock research). These companies generally have market capitalizations in the range of companies in the Russell 1000 Growth Index at the time of purchase. It may invest up to 20% of total assets in foreign securities. The fund may also invest in derivatives.


Management Analysis Update

The mfocx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.


Performance Analysis Update