MGLBX Rating, Research - Marsico Global

Marsico Global (mglbx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 159

Threats + Weaknesses = 78

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

Fund Management Team

Fund Description Update

Marsico Global (MGLBX) Description: MGLBX is a mutual fund, which is an investment that owns a basket of assets. The MGLBX 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 medium management tenure and is in the average fund size classification. MGLBXs minimum initial investment amount is $2500 while the IRA minimum is $1000. MGLBXs expense ratio is roughly 1%. The latest MGLBXs front end load was 0% and the back end load was 0%. The Marsico Global (MGLBX) mutual fund falls under the world stock category. MGLBX focuses its investments in EU and USA and MGLBX is not affiliated with a particular industry or fund sector. The Marsico Global (MGLBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MGLBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MGLBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks after-tax total return. The fund normally invests at least 80% of net assets in dividend-paying common and preferred stocks (see stock research). It may, at times, invest 25% or more of total assets in each of the utilities and financial services sectors. The fund may invest up to 20% of net assets in fixed-income securities, including convertible stocks (see stock research) and convertible bonds and corporate debt securities rated investment grade or below ("junk bonds"), and may invest in securities in any rating category, including those in default. It may invest not more than 5% of net assets in real estate investment trusts.

Management Analysis Update

Performance Analysis Update