Marsico Approach
Investment Process
About Marsico Capital Management
Firm Profile
Our Investment Team
Performance Comparison
Daily Performance
Fund Descriptions
Marsico Focus Fund
Marsico Growth Fund
Marsico 21st Century Fund
Marsico International Opportunities Fund
Marsico Flexible Capital Fund
Marsico Global Fund
Open An Account
Regular Accounts
Retirement Accounts
Money Market Exchange Feature
Fund Options
Documents
Prospectus
Statement of Additional Information
Account Application
Mutual Fund Transfer Form
Traditional and Roth IRA Applications
IRA Transfer Form
IRA Guide
Direct Deposit Authorization
Systemic Withdrawal Plan Application
Automatic Investment Plan Application
Privacy Notice
Annual Report
Semi-Annual Report
Proxy Voting Information
Here are some of the most commonly asked questions about the Marsico Funds:
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What are the ticker symbols for the Marsico Funds?
What are the Marsico Funds' investment objectives?
What are the similarities among the Funds?
What are the differences among the Funds?
Through which fund supermarkets/wrap programs can I purchase the Marsico Funds?
What are the minimum investment amounts?
What is your market outlook?
Will you be closing the Funds to new investors at any certain dollar amount?
Do you offer Roth and Education IRAs?
Explain Marsico Capital's investment selection process.
What types of companies may the Funds invest in?
What stocks do you currently hold?
What are your sell criteria?
What is Mr. Marsico's background?
In addition to Mr. Marsico, how many investment professionals are employed at Marsico Capital? What is their experience?
May the managers use options, futures and other derivative instruments, and/or trade illiquid securities in the portfolio?
May the managers use debt securities, high-yield bonds, and mortgage and asset-backed securities?
What are the expense ratios of the Funds?
What portfolio turnover rate should we expect?
Is a money market fund available to Fund shareholders?
How often will you distribute dividends and capital gains?
What amount of assets does Marsico Capital have under management?
What is the privacy policy for the Marsico Funds?
View all FAQs