MIGOX Mutual Fund
MIGOX Mutual Fund
Marsico Global Fund Class Institutional
MIGOX Mutual Fund Overview
MIGOX Mutual Fund (Marsico Global Fund Class Institutional) is managed by Marsico Investment Fund with $142.0M in net assets. MIGOX expense ratio is 1.06%, holding 25 positions across sectors including Unknown, Information Technology, Communication Services. Inception date: 2021-12-06.
MIGOX performance shows a YTD return of 20.40%. The 1-year return is 25.41%. MIGOX dividend yield stands at 9.93%, paid annually.
MIGOX top holdings include Taiwan Semi. Mfg. Co., Adr (9.4%), Rolls-Royce Holdings Plc (8.9%), ASML Holding NV (6.4%), GE Vernova Inc. CDR (CAD Hedged) (5.9%), Nvidia Corp (5.5%). View all MIGOX holdings, sector breakdown, or dividend history.
MIGOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MIGOX alternatives are available via the screener, along with tax-loss harvesting opportunities.