MIDFX Mutual Fund

MIDFX Mutual Fund (Marsico Midcap Growth Focus Fund Class Institutional) is managed by Marsico Investment Fund with $395.6M in net assets. MIDFX expense ratio is 1.06%, holding 47 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2021-12-06.

MIDFX performance shows a YTD return of 7.34%. The 1-year return is 9.14% and the 5-year return is 10.28%.

MIDFX top holdings include Revolution Medicines Inc (4.9%), Ares Management Corp Common Stock (4.2%), Unity Software Inc. (4.1%), Arthur J Gallagher & Co. (4.0%), Viking Holdings Ltd. Ordinary Shares (3.5%). Go to all MIDFX holdings, MIDFX sectors, or MIDFX dividends.

MIDFX can be compared against other funds. Use MIDFX overlap to find shared positions, or MIDFX vs another fund for a side-by-side view. MIDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.