MXXIX Mutual Fund

MXXIX Mutual Fund (Marsico Midcap Growth Focus Fund Investor Class) is managed by Marsico Investment Fund with $481.4M in net assets. MXXIX expense ratio is 1.31%, holding 46 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2000-02-01.

MXXIX performance shows a YTD return of 14.46%. The 1-year return is 17.70% and the 5-year return is 9.84%. MXXIX dividend yield stands at 10.44%, paid annually.

MXXIX top holdings include Cash Account (7.7%), Revolution Medicines Inc (4.5%), Viking Holdings Ltd. Ordinary Shares (4.3%), Arthur J Gallagher & Co. (3.9%), Aar Corp [Air] (3.4%). 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.