Marsico Flexible Capital (MFCFX – MF report) a Zacks Ranked #1 (Strong Buy) was created in December 2006. MFCFX seeks long-term capital appreciation. MFCFX primarily invests in companies of any size that have an impressive growth prospect. MFCFX maintains a portfolio of 20-50 securities of companies located throughout the globe. MFCFX may invest a maximum of 40% of its assets in fixed income and variable income securities, with not more than 25% of its assets is allocated in below investment grade securities.
This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Foreign Stock. Further, as of the last filing, Constellation Brands Inc, Lowe's Companies Inc and Liberty Global plc were the top holdings for MFCFX.
The Marsico Flexible Capital, managed by Marsico, carries an expense ratio of 1.40. Moreover, MFCFX requires a minimal initial investment of $2,500.
MFCFX has a history of strong positive total returns for over 5 years. Specifically, the fund's returns over the 1, 3 year benchmarks; 1 year 5.22% and 3 year 16.60%. To see how this fund performed compared in its category, please click here.
MFCFX's performance, as of the last filing, when compared to funds in its category was in the top 5% in 1 year, top 3% over the past 3 years, and in the top 1% over the past 5 years.
