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Investor Resources

Browse our library to find the latest Fund literature, prospectuses, reports and a selection of forms and applications for opening and managing accounts. Below, you can download PDF files, or click the boxes to order copies of literature by mail.

Fund Literature

Monthly Fact Sheet Quarterly Investment Update Portfolio Holdings
Focus Fund download download download
Growth Fund download download download
21st Century Fund download download download
International Opportunities Fund download download download
Flexible Capital Fund download download download
Global Fund download download download

Prospectuses & Shareholder Reports

Download Select Item
Marsico Funds Prospectus download
Statement of Additional Information download
Annual Report download
Semi-Annual Report download
BofA Cash Reserves Fund Prospectus download
XBRL Information download

Forms & Applications

Download Select Item
Regular Account Application download
Traditional and Roth IRA Applications download
Automatic Investment Plan Application download
Direct Deposit Authorization Form download
Mutual Fund Transfer Form download
IRA Transfer Form download
IRA Guide download
Systematic Withdrawal Plan Application download
Order by Mail

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.

UMB Distribution Services, LLC, is the distributor of The Marsico Investment Fund.


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