Marsico Flexible Capital Fund (MFCFX) The Marsico Flexible Capital Fund's goal is to seek long-term growth of capital. The Flexible Capital Fund is a "non-diversified" portfolio and invests primarily in equity securities and other investments that are selected primarily for their long-term growth potential. The Fund's holdings may include, without limitation, securities of companies that may be experiencing a significant positive transformation or a favorable catalyst impacting their potential growth, may be underappreciated by other investors, or may be trading at compelling valuations in light of their potential growth, or other securities or investments. The Fund may invest in issuers of any size throughout the world, and will normally hold a core position of between 20 and 50 securities or other investments. The number of securities held by the Fund may occasionally exceed this range at times such as when the portfolio manager is accumulating new positions, phasing out and replacing existing positions, or responding to exceptional market conditions.
To learn more about the Flexible Capital Fund, view any of the following links to get more information.
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As previously mentioned, the Flexible Capital Fund is a non-diversified portfolio, which means that, at any given time, it may hold fewer securities than portfolios that are "diversified." Holding fewer securities increases the risk that the value of the Flexible Capital Fund could go down because of the poor performance of a single investment.
Please read the accompanying prospectus for the Marsico Funds carefully for more complete information about the Funds, including risks, costs and fees.
If you would like to speak to a shareholder service representative, please call 888.860.8686 between 7 a.m. and 7 p.m. Central time, Monday through Friday.
