Marsico Focus Fund (MFOCX) The Marsico Focus Fund's goal is to seek long-term growth of capital. The Focus Fund is a "non-diversified" portfolio and invests primarily in the common stocks of large companies that are selected for their long-term growth potential. The Focus Fund will normally hold a core position of between 20 and 30 common stocks. 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 Focus Fund, view any of the following links to get more information.
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As previously mentioned, the Focus 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 Focus 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.
