Marsico Growth Fund (MGRIX) Research
The fund primarily allocates its capital to the common shares of substantial corporations, chosen specifically for their projected long-term growth trajectory. Typically, its portfolio maintains a concentrated core of no more than fifty distinct equity holdings. The investment adviser's strategy prioritizes identifying high-caliber companies whose stocks are believed to offer strong potential for significant capital appreciation over an extended period. This investment methodology seamlessly integrates a broad "top-down" macroeconomic analysis with a meticulous "bottom-up" evaluation of individual companies and their securities.
Market snapshot
- Symbol
- MGRIX
- Price
- $26.18
- Day change
- +1.83%
- Market cap
- $407.4M
- 52-week range
- 22.31-30.07
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- DWS Equity 500 Index Fund (BTIEX)
- Calvert Moderate Allocation Fund (CMAAX)
- James Balanced: Golden Rainbow Fund (GLRBX)
- BlackRock MuniAssets Fund, Inc. (MUA)
- BlackRock MuniVest Fund, Inc. (MVF)
- Oberweis International Opportunities Fund (OBIOX)
- T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund (PRLAX)
- Value Line Select Growth Fund (VALSX)
Open Marsico Growth Fund (MGRIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.