MGRIX Rating, Research - Marsico Growth

Marsico Growth (mgrix)

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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 = 216

Threats + Weaknesses = 128

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 80% of assets in the common stock of large-capitalization companies traded in the U.S. with prospects of strong earnings growth and attractive overall business fundamentals, selling at attractive valuations. The Advisor considers large-capitalization companies to be those currently with minimum market capitalizations of $3 billion at the time of purchase. The fund normally invests in approximately 75 to 150 securities and may invest up to 25% of assets in foreign securities.

Management Analysis Update

Performance Analysis Update