Section Hero Funds
Domestic Equity Objective
Focus Fund
Tom Marsico
Ticker: MFOCX
Holdings: 20 - 35
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 Fund will normally hold a core position of between 20 and 35 common stocks.
Growth Fund
Tom Marsico
Ticker: MGRIX
Holdings: 35 - 50
The Marsico Growth Fund's goal is to seek long-term growth of capital. The Growth Fund is a "diversified" portfolio and invests primarily in the common stocks of large companies that are selected for their long-term growth potential. The Fund will normally hold a core position of between 35 and 50 common stocks.
21st Century Fund
Brandon Geisler
Ticker: MXXIX
Holdings: 35 - 60
The Marsico 21st Century Fund's goal is to seek long-term growth of capital. The 21st Century Fund is a "diversified" portfolio and invests primarily in common stocks that are selected for their long-term growth potential. The Fund may invest in companies of any size, including large-, medium-, or small-capitalization companies, depending on the portfolio manager's view of market conditions. Under current market conditions the portfolio manager expects to invest substantially in medium-capitalization companies. The Fund will normally hold a core position of between 35 and 60 common stocks.
International Equity Objective
International Opportunities Fund
Tom Marsico
Robert Susman
Ticker: MIOFX
Holdings: Unlimited
The Marsico International Opportunities Fund's goal is to seek long-term growth of capital. The International Opportunities Fund is a "diversified" portfolio and invests primarily (no less than 65% of its total assets) in common stocks of foreign companies that are selected for their long-term growth potential. The Fund may invest in an unlimited number of companies of any size throughout the world.
Global Equity Objective
Global Fund
Tom Marsico
Brandon Geisler
Robert Susman
Ticker: MGLBX
Holdings: Unlimited
The Marsico Global Fund's goal is to seek long-term growth of capital. The Global Fund is a "diversified" portfolio and invests significantly (generally 40% of its total assets, or generally at least 30% depending on market conditions and other factors) in common stocks of foreign companies that are selected for their long-term growth potential. The Fund may invest in an unlimited number of companies of any size throughout the world.