MFOCX Mutual Fund
MFOCX Mutual Fund
MFOCX Mutual Fund
Marsico Focus Fund Investor Class
MFOCX Mutual Fund Overview
MFOCX Mutual Fund (Marsico Focus Fund Investor Class) is managed by Marsico Investment Fund with $877.7M in net assets. MFOCX expense ratio is 1.18%, holding 21 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1997-12-31.
MFOCX performance shows a YTD return of 5.07%. The 1-year return is 6.08% and the 5-year return is 11.36%. MFOCX dividend yield stands at 16.71%, paid annually.
MFOCX top holdings include Apple, Inc (7.7%), Ge Vernova, Inc. (7.6%), Nvidia Corp. (7.0%), General Electric Co. (6.9%), Amazon.Com Inc (6.8%). Go to all MFOCX holdings, MFOCX sectors, or MFOCX dividends.
MFOCX can be compared against other funds. Use MFOCX overlap to find shared positions, or MFOCX vs another fund for a side-by-side view. MFOCX alternatives are available via the screener, along with tax-loss harvesting opportunities.