MFOCX Mutual Fund

MFOCX Mutual Fund (Marsico Focus Fund Investor Class) is managed by Marsico Investment Fund with $843.8M 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 5.89%. The 1-year return is 7.59% and the 5-year return is 10.12%. MFOCX dividend yield stands at 16.58%, paid annually.

MFOCX top holdings include Apple, Inc (8.8%), Amazon.Com Inc (8.4%), General Electric Co. (8.3%), Nvidia Corp (7.6%), State Street Instl Us Govt Mmkt Slct 12/31/2030 (6.0%). 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.