Marsico Midcap Growth Focus Fund (MXXIX) Research
This fund primarily allocates its capital to equity securities, specifically chosen for their potential to deliver significant long-term growth. Under typical market conditions, at least 80% of the portfolio's value will be dedicated to shares of growing businesses with medium market capitalizations. The fund's investment adviser employs a strategy centered on pinpointing high-caliber companies whose stocks offer a compelling prospect for sustained capital appreciation over an extended period. This investment methodology integrates a comprehensive "top-down" analysis of macroeconomic factors with a detailed, company-specific "bottom-up" evaluation of individual securities.
Market snapshot
- Symbol
- MXXIX
- Price
- $66.07
- Day change
- +2.24%
- Market cap
- $834.9M
- 52-week range
- 53.41-66.07
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Fidelity International Sustainability Index Fund (FNIDX)
- Aberdeen India Fund, Inc. (IFN)
- Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSIX)
- Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSNX)
- Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSSX)
- Meridian Contrarian Fund (MFCAX)
- Marsico Growth Fund (MGRIX)
- BlackRock MuniHoldings Fund, Inc. (MHD)
Open Marsico Midcap Growth Focus Fund (MXXIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.