Section Hero Investor Resources

Literature Library

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
Global Fund download download download
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Prospectuses & Shareholder Reports

Download Order By Mail
Marsico Funds Prospectus download
Statement of Additional Information download
Annual Report download
Semi-Annual Report download
6-30-2020 Schedule of Investments download
12-31-2020 Schedule of Investments download
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Forms & Applications Reports

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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
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Investment Insights and Performance

Gain insights on investing strategies and receive quarterly Marsico Funds performance updates.

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.

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.

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