Marsico Focus Fund (MFOCX) Research

The Marsico Focus Fund primarily allocates its capital to common stocks of large-capitalization companies, specifically those identified as having strong prospects for sustained long-term growth. The portfolio maintains a concentrated structure, typically comprising 20 to 35 individual equity holdings. The fund's investment adviser employs a disciplined selection strategy, emphasizing high-quality businesses believed to possess significant potential for long-term capital appreciation. This analytical framework combines a "top-down" assessment of macroeconomic trends with a detailed "bottom-up" analysis of individual companies and their securities to pinpoint attractive investment opportunities. It's important to note that the fund is classified as non-diversified, reflecting its focused investment approach.

Market snapshot

Symbol
MFOCX
Price
$30.88
Day change
+1.65%
Market cap
$1.1B
52-week range
25.9-34.15
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG River Road Small Cap Value Fund (ARSIX)
  • Ave Maria Rising Dividend Fund (AVEDX)
  • Ave Maria Growth Fund (AVEGX)
  • Hennessy Gas Utility Fund (GASFX)
  • Goldman Sachs U.S. Equity Insights Fund (GSSQX)
  • Emerald Growth Fund (HSPCX)
  • Lyrical U.S. Value Equity Fund (LYRBX)
  • Needham Aggressive Growth Fund (NEAIX)

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