MIOFX Rating, Research - Marsico International Opportunities

Marsico International Opportunities (miofx)

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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 = 12

Threats + Weaknesses = 6

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily (no less than 65% of total assets) in common stocks (see stock research) of foreign companies that are selected for their long-term growth potential. It may invest in an unlimited number of companies of any size throughout the world. The fund normally invests in the securities of issuers that are economically tied to one or more foreign countries, and expects to be invested in various issuers or securities that together have ties to at least four different foreign countries.

Management Analysis Update

Performance Analysis Update