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MXXIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$55.85
Change
-$0.54 (-0.96%)
Net Assets
454.69M

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

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

Category: #Mid-Cap Growth
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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), Chipotle Mexican Grill (NYSE:CMG), Spotify Technology SA (NYSE:SPOT).

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 68.06B. The market cap for tickers in the group ranges from 216.07M to 96.13B. KLAC holds the highest valuation in this group at 96.13B. 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 5%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was 21%

Fundamental Analysis Ratings

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

Valuation Rating: 83
P/E Growth Rating: 52
Price Growth Rating: 40
SMR Rating: 26
Profit Risk Rating: 18
Seasonality Score: 39 (-100 ... +100)
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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
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MXXIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MXXIX has been closely correlated with VMGMX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if MXXIX jumps, then VMGMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MXXIX
1D Price
Change %
MXXIX100%
-0.96%
VMGMX - MXXIX
86%
Closely correlated
-1.15%
VMGIX - MXXIX
86%
Closely correlated
-1.15%
PEMGX - MXXIX
84%
Closely correlated
-1.52%
PMBCX - MXXIX
83%
Closely correlated
-1.52%
PMBPX - MXXIX
83%
Closely correlated
-1.53%
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