Automatic Transaction Options

Buying Fund Shares Automatically


Whenever you invest on a regular basis, you'll discover your investment dollars quickly add up.* Marsico's Automatic Investment Plan allows you to make systematic investments of as little as $50 per payment, once you have met the minimum initial investment of $1,000 in a Plan. Each payment can be made on a monthly, quarterly, semi-annual or annual basis on the 5th, 10th, 15th, and 20th of every month. To enroll, simply check the appropriate box on your account application.

Exchanging Fund Shares Automatically

You may make automatic monthly exchanges among Marsico Fund accounts once you meet the $500 minimum exchange amount for exchanging shares and the receiving Fund's minimum initial investment. Each transaction requires a minimum payment of $50. To take advantage of the Automatic Exchange Plan, simply check the appropriate box on your account application.

Selling Fund Shares Automatically

Our Systematic Withdrawal Plan allows you to automatically redeem your Marsico Fund investment at regular intervals. Please note there is a $100 minimum per transaction. This option is limited to shareholders with a starting balance of $10,000 or more.

If you've already opened an account or hold accounts with Marsico Funds, please call 888.860.8686 for further information on each option.

*Participating in the Automatic Investment Plan does not guarantee a profit or protect against a loss in a declining market. Since such a program involves continuous investment regardless of fluctuating share values, you should consider your own ability to continue the program through periods of all market cycles.

Investment Insights and Performance

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

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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.

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