Section Banner Investor Resources

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.

Prospectuses & Shareholder Reports

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

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

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.

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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