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.