Nasdaq - Delayed Quote USD

Marsico Global (MGLBX)

28.63
+0.27
+(0.95%)
At close: 8:04:22 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

  • TradeStation Securities
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • E TRADE Financial
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Dreyfus NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • CommonWealth NTF
  • Vanguard NTF
  • ETrade No Load Fee
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • WFA MF Advisory Updated 1.3.22
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • Firstrade
  • Scottrade NTF
  • TIAA-CREF Brokerage Services
  • Pershing FundVest NTF
  • Matrix Financial Solutions
  • Trade PMR NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Met Life Resources MFSP Alliance List
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Trust Company of America
  • TIAA-CREF NTF
  • WFA Fdntl Choice/PIM Updated 1.3.22
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Investacorp NTF
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Vanguard TF
  • JP Morgan No Load
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests primarily in the common stocks of U.S. and foreign companies that are selected for their long-term growth potential. Under normal market conditions, it will invest significantly (generally, at least 40% of its net assets) in the securities of issuers organized or located outside the U.S. or doing business outside the U.S. or other foreign securities. The fund will invest its assets in various regions and countries, including the U.S., that encompass not less than three different countries overall.

Fund Overview

Category World Large-Stock Growth
Fund Family Marsico Investment Fund
Net Assets 359.39M
YTD Return 2.89%
Yield 0.00%
Morningstar Rating
Inception Date Jun 29, 2007

Performance & Risk

YTD Return 10.52%
5y Average Return 15.56%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

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