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 $845.1M 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 9.39%. The 1-year return is 12.51% and the 5-year return is 13.08%. MFOCX dividend yield stands at 16.05%, 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%). View all MFOCX holdings, sector breakdown, or dividend history.
MFOCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFOCX alternatives are available via the screener, along with tax-loss harvesting opportunities.