Marsico Growth Fund

Frequently Asked Questions About MGRIX

What are the top holdings of MGRIX?

A machine-readable holdings disclosure for Marsico Growth Fund (MGRIX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does MGRIX invest in?

Marsico Growth Fund (MGRIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is MGRIX most exposed to?

MGRIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is MGRIX a US-only fund?

The country allocation card on this page shows MGRIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does MGRIX invest in?

The fund primarily allocates its capital to the common shares of substantial corporations, chosen specifically for their projected long-term growth trajectory. Typically, its portfolio maintains a concentrated core of no more than fifty distinct equity holdings. The investment adviser's strategy prioritizes identifying high-caliber companies whose stocks are believed to offer strong potential for significant capital appreciation over an extended period. This investment methodology seamlessly integrates a broad "top-down" macroeconomic analysis with a meticulous "bottom-up" evaluation of individual companies and their securities.