Marsico Midcap Growth Focus FundMIDFX

MUTUAL FUNDMarsico
Type
Mutual fund
Peer group
Global equity
Net assets
$663.1M
Expense ratio
1.06%
1-year return
+29.1%
3 years, a year
+25.1%
5 years, a year
—
Holdings
38

What it aims to do.

The Marsico Midcap Growth Focus Fund's goal is to seek long-term growth of capital.

Top 10 holdings.

Holding% of fund
State Str Instl Invt Tr Treas Mmkt Fd Inst7.68%
GEV Ge Vernova Inc Common Stock Usd.016.37%
Siemens Energy Ag Common Stock5.05%
KLAC Kla Corp Common Stock Usd.0014.75%
VIK Viking Holdings Ltd Common Stock Usd.014.14%
TKO Tko Group Holdings Inc Common Stock Usd.000013.87%
VSEC Vse Corp Common Stock Usd.053.45%
RVMD Revolution Medicines Inc Common Stock3.22%
APH Amphenol Corp Cl A Common Stock Usd.0013.04%
Rolls Royce Holdings Plc Common Stock Gbp.23.04%

More on MIDFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.