MIGOX Mutual Fund

MIGOX Mutual Fund (Marsico Global Fund Class Institutional) is managed by Marsico Investment Fund with $153.5M in net assets. MIGOX expense ratio is 1.06%, holding 25 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2021-12-06.

MIGOX performance shows a YTD return of 13.32%. The 1-year return is 17.84% and the 5-year return is 12.03%. MIGOX dividend yield stands at 10.56%, paid annually.

MIGOX top holdings include Taiwan Semiconductor - Adr (9.4%), Rolls-Royce Holdings PLC Ord Gbp0.20 (8.9%), Asml Holding Nv Unsponsored Adr Ordinary Shares (6.4%), GE Vernova Inc. CDR (CAD Hedged) (5.9%), Nvidia Corp. (5.5%). 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.