MIGOX Mutual Fund

MIGOX Mutual Fund (Marsico Global Fund Class Institutional) is managed by Marsico Investment Fund with $148.4M in net assets. MIGOX expense ratio is 1.06%, holding 25 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2021-12-06.

MIGOX performance shows a YTD return of 16.08%. The 1-year return is 20.49% and the 5-year return is 12.03%. MIGOX dividend yield stands at 10.30%, paid annually.

MIGOX top holdings include Rolls-Royce Holdings PLC Ord Gbp0.20 (9.9%), Taiwan Semiconductor - Adr (9.6%), Cash Account (8.3%), Asml Holding Nv Unsponsored Adr Ordinary Shares (6.8%), Nvidia Corp (5.4%). Go to all MIGOX holdings, MIGOX sectors, or MIGOX dividends.

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