Marsico Investment Fund
Statistics as of May 01, 2025
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Found total of 5 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow ▲ |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.25% | TTM Yield 0.0% | 3yr Sharpe 0.68 | YTD Return -5.5% | 3yr Return 66.6% | 1yr Return 16.3% | Total Assets $946M | 6M Money Flow -$74M | |
Expense Ratio 0.98% | ||||||||
Expense Ratio 1.33% | TTM Yield 0.0% | 3yr Sharpe 0.62 | YTD Return -6.0% | 3yr Return 59.2% | 1yr Return 16.5% | Total Assets $382M | 6M Money Flow -$73M | |
Expense Ratio 1.08% | ||||||||
Expense Ratio 1.44% | TTM Yield 0.0% | 3yr Sharpe 0.87 | YTD Return 3.7% | 3yr Return 76.7% | 1yr Return 23.2% | Total Assets $362M | 6M Money Flow -$22M | |
Expense Ratio 1.13% | ||||||||
Expense Ratio 1.39% | TTM Yield 0.0% | 3yr Sharpe 0.59 | YTD Return 2.6% | 3yr Return 54.0% | 1yr Return 29.5% | Total Assets $383M | 6M Money Flow $17M | |
Expense Ratio 1.15% | ||||||||
Expense Ratio 1.50% | TTM Yield 0.0% | 3yr Sharpe 0.66 | YTD Return 7.1% | 3yr Return 60.3% | 1yr Return 22.6% | Total Assets $86M | 6M Money Flow $25M | |
Expense Ratio 1.25% | ||||||||