MXXIX Mutual Fund

MXXIX Mutual Fund (Marsico Midcap Growth Focus Fund Investor Class) is managed by Marsico Investment Fund with $458.8M in net assets. MXXIX expense ratio is 1.31%, holding 47 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2000-02-01.

MXXIX performance shows a YTD return of 7.13%. The 1-year return is 8.86% and the 5-year return is 8.19%.

MXXIX 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 MXXIX holdings, MXXIX sectors, or MXXIX dividends.

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