MXXIX Rating, Research - Marsico 21St Century

Marsico 21St Century (mxxix)

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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 = 192

Threats + Weaknesses = 104

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

Fund Management Team

Fund Description Update

Marsico 21St Century (MXXIX) Description: MXXIX is a mutual fund, which is an investment that owns a basket of assets. The MXXIX 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 large fund size classification. MXXIXs minimum initial investment amount is $2500 while the IRA minimum is $1000. MXXIXs expense ratio is roughly 1%. The latest MXXIXs front end load was 0% and the back end load was 0%. The Marsico 21St Century (MXXIX) mutual fund falls under the large-cap growth category. MXXIX focuses its investments in USA and MXXIX is not affiliated with a particular industry or fund sector. The Marsico 21St Century (MXXIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MXXIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MXXIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests assets primarily in equity securities (see equity research). It focuses on investing in the stock of growth companies. The fund generally focuses on companies with large capitalizations though it may invest in companies of any size. It may invest in foreign securities and derivatives.

Management Analysis Update

Performance Analysis Update