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Automatic Transaction

Automatic Transaction Options

Buying Fund Shares Automatically
Whenever you invest on a regular basis, you'll discover your investment dollars quickly add up.* Marsico's Automatic Investment Plan allows you to make systematic investments of as little as $50 per payment, once you have met the minimum initial investment of $1,000 in a Plan. Each payment can be made on a monthly, quarterly, semi-annual or annual basis on the 5th, 10th, 15th, and 20th of every month. To enroll, simply check the appropriate box on your account application.

Exchanging Fund Shares Automatically
You may make automatic monthly exchanges among Marsico Fund accounts once you meet the $500 minimum exchange amount for exchanging shares and the receiving Fund's minimum initial investment. Each transaction requires a minimum payment of $50. To take advantage of the Automatic Exchange Plan, simply check the appropriate box on your account application.

Selling Fund Shares Automatically
Our Systematic Withdrawal Plan allows you to automatically redeem your Marsico Fund investment at regular intervals. Please note there is a $100 minimum per transaction. This option is limited to shareholders with a starting balance of $10,000 or more.

If you've already opened an account or hold accounts with Marsico Funds, please call 888.860.8686 for further information on each option.

Please consider the Fund's investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information about the Fund, click here or call 888-860-8686. Please read the prospectus carefully before investing.

Investments in mutual funds carry risks and investors may lose principal value. Click here for the principal risks of investing in the Funds. Please read the prospectus carefully before investing as it explains the risks associated with investing in the mutual funds.

The International Opportunities Fund may, at times, experience higher-than-average portfolio turnover which may generate significant taxable gains and increased trading expenses which in turn may lower the Fund’s return.

UMB Distribution Services, LLC, is the distributor of The Marsico Investment Fund. Check the background of UMB Distribution Services on FINRA's BrokerCheck.


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