MIDFX Mutual Fund

MIDFX Mutual Fund (Marsico Midcap Growth Focus Fund Class Institutional) is managed by Marsico Investment Fund with $410.8M in net assets. MIDFX expense ratio is 1.06%, holding 46 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2021-12-06.

MIDFX performance shows a YTD return of 10.05%. The 1-year return is 8.75% and the 5-year return is 10.28%.

MIDFX top holdings include Cash Account (7.7%), Revolution Medicines Inc Ser C Pc Pp (4.5%), Viking Holdings Ltd. Ordinary Shares (4.3%), Arthur J Gallagher & Co. (3.9%), Aar Corp [Air] (3.4%). Go to all MIDFX holdings, MIDFX sectors, or MIDFX dividends.

MIDFX can be compared against other funds. Use MIDFX overlap to find shared positions, or MIDFX vs another fund for a side-by-side view. MIDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.