All of the minimum initial investments listed here are the same for all six Marsico Funds.
| Minimum Initial Investment |
Minimum Additional Investment |
|
| Regular Accounts | $2,500 | $100 |
| IRAs and IRA Rollovers | $1,000 | $100 |
| Non-Working Spousal IRAs | $500 | $100 |
| SEP-IRAs | $500 | $100 |
| Gifts to Minors | $500 | $50 |
| Automatic Investment Plan | $1,000 | $50 |
