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Marsico Midcap Growth Focus Fund Institutional Class: (MF: MIDFX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$59.70 USD

-0.27 (-0.45%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 19.96 1
3 months 23.26 4
6 months 19.96 1
1 Year 43.70 1
3 Year 28.02 3
5 Year NA NA
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jun 30, 2025

1 Year 43.70
5 Year NA
10 Year NA
Since Inception 9.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.68 23.26 NA NA
2024 12.50 1.37 11.35 7.57
2023 7.03 6.62 -5.96 13.68
2022 -15.09 -23.33 -1.82 6.87

Annual Return

2025202420232022
% Total Return 19.9636.6122.00-31.69
% Total Return Rel to Index 13.7511.59-4.24-13.49
% Total Return Rel to Peer 14.8117.22-0.99-11.99
% Perf Quintile vs Peer* 0.000.003.005.00
% Dividends 0.000.000.000.00
% Yield 0.000.000.000.00
Capital Gains ($) 0.002.280.470.00
Expense Ratio 1.071.161.201.11

* 1 = Top 20%, 5 = Bottom 20%