MENU
+Compare
MXXIX
Mutual Fund ticker: NASDAQ
AS OF
Nov 12 closing price
Price
$61.61
Change
+$0.19 (+0.31%)
Net Assets
597.83M

MXXIX Marsico Midcap Growth Focus Fund Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Mid-Cap Growth
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are KLA Corp (NASDAQ:KLAC), Palo Alto Networks Inc (NASDAQ:PANW), Spotify Technology SA (NYSE:SPOT), Chipotle Mexican Grill (NYSE:CMG).

Industry description

The investment seeks long-term growth of capital. The fund invests primarily in common stocks that are selected for their long-term growth potential. Under normal circumstances, it will invest at least 80% of the value of its assets in medium-capitalization (or “midcap”) growth companies. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fundamental investment approach combines "top-down" macro-economic analysis and investment theme development with "bottom-up" company and security analysis to identify attractive opportunities.

Market Cap

The average market capitalization across the Marsico Midcap Growth Focus Fund MF is 87.81B. The market cap for tickers in the group ranges from 216.07M to 157.54B. KLAC holds the highest valuation in this group at 157.54B. The lowest valued company is CSU at 216.07M.

Volume

The average weekly volume growth across all stocks in the Marsico Midcap Growth Focus Fund MF was -14%. For the same stocks of the MF, the average monthly volume growth was 59% and the average quarterly volume growth was 72%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 52
Price Growth Rating: 47
SMR Rating: 31
Profit Risk Rating: 31
Seasonality Score: 11 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Marsico Investment Fund1200 17th St, Ste 1600Denver
Phone
+1 8888608686
Web
www.marsicofunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SGDM64.652.45
+3.94%
Sprott Gold Miners ETF
RWL113.540.38
+0.34%
Invesco S&P 500 Revenue ETF
SAA25.55-0.02
-0.07%
ProShares Ultra SmallCap600
GSC53.53-0.07
-0.13%
Goldman Sachs Small Cap Equity ETF
MRAL13.08-0.42
-3.11%
GraniteShares 2x Long MARA Daily ETF

MXXIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MXXIX has been closely correlated with FSMAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if MXXIX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MXXIX
1D Price
Change %
MXXIX100%
+0.31%
FSMAX - MXXIX
92%
Closely correlated
N/A
VMGIX - MXXIX
91%
Closely correlated
-0.29%
VMGMX - MXXIX
91%
Closely correlated
-0.30%
PEMGX - MXXIX
84%
Closely correlated
+0.16%
PCBIX - MXXIX
80%
Closely correlated
+0.17%
More