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Invest With Us

Whether you're new to the Marsico Funds or a longtime shareholder, we look forward to helping you achieve your long-term investment goals through our selection of six Funds.

Open an Account Now

If you're just getting started, there are two ways to open an account. You can apply online right now through a simple account set-up process. If you would like to apply by mail, download and fill out an application and any other forms you may need:

Before applying you should carefully read the prospectus, and the retirement plan disclosure statement if you are opening a retirement account. Both documents contain more complete information about the Funds and regular and retirement accounts, including charges, expenses and risks. Please determine whether the Funds are appropriate for you, given your investment goals and risk tolerance.

Minimum Investments

Initial Investment 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

Need assistance?

We'd be happy to answer questions you may have on how to complete your application, purchase a Fund, or find out if you need any additional documents and application forms. For assistance, you can call us toll-free at 888.860.8686, or you may also email us.

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.

The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. ©Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Past performance is no guarantee of future results. Recent performance may have been negative.

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

©2018 Marsico Capital Management, LLC
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