Marsico Midcap Growth Focus Fund

Frequently Asked Questions About MXXIX

What are the top holdings of MXXIX?

A machine-readable holdings disclosure for Marsico Midcap Growth Focus Fund (MXXIX) 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 MXXIX invest in?

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

What sector is MXXIX most exposed to?

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

Is MXXIX a US-only fund?

The country allocation card on this page shows MXXIX'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 MXXIX invest in?

This fund primarily allocates its capital to equity securities, specifically chosen for their potential to deliver significant long-term growth. Under typical market conditions, at least 80% of the portfolio's value will be dedicated to shares of growing businesses with medium market capitalizations. The fund's investment adviser employs a strategy centered on pinpointing high-caliber companies whose stocks offer a compelling prospect for sustained capital appreciation over an extended period. This investment methodology integrates a comprehensive "top-down" analysis of macroeconomic factors with a detailed, company-specific "bottom-up" evaluation of individual securities.