Marsico Focus Financials
| MIFOX Fund | USD 32.24 0.29 0.89% |
Marsico |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Marsico Focus Fund Summary
Marsico Focus competes with Marsico Growth, T Rowe, Short Term, Selected American, and Causeway International. The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. It will normally hold a core position of between 20 and 35 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fund is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Marsico Investment Fund |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Marsico Focus Systematic Risk
Marsico Focus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Marsico Focus volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was nine with a total number of output elements of fifty-two. The Beta measures systematic risk based on how returns on Marsico Focus correlated with the market. If Beta is less than 0 Marsico Focus generally moves in the opposite direction as compared to the market. If Marsico Focus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Marsico Focus is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Marsico Focus is generally in the same direction as the market. If Beta > 1 Marsico Focus moves generally in the same direction as, but more than the movement of the benchmark.
Marsico Focus July 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Marsico Focus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Marsico Focus. We use our internally-developed statistical techniques to arrive at the intrinsic value of Marsico Focus based on widely used predictive technical indicators. In general, we focus on analyzing Marsico Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Marsico Focus's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9108 | |||
| Information Ratio | 0.1363 | |||
| Maximum Drawdown | 4.73 | |||
| Value At Risk | (1.32) | |||
| Potential Upside | 2.5 |
Other Information on Investing in Marsico Mutual Fund
Marsico Focus financial ratios help investors to determine whether Marsico Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Marsico with respect to the benefits of owning Marsico Focus security.
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