Marsico Investment Fund
Statistics as of May 27, 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 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.68 | YTD Return 1.1% | 3yr Return 79.5% | 1yr Return 14.0% | Total Assets $1B | 6M Money Flow -$74M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.62 | YTD Return 0.8% | 3yr Return 75.4% | 1yr Return 15.6% | Total Assets $401M | 6M Money Flow -$73M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.59 | YTD Return 9.8% | 3yr Return 72.1% | 1yr Return 31.8% | Total Assets $425M | 6M Money Flow $17M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.66 | YTD Return 15.8% | 3yr Return 71.0% | 1yr Return 23.7% | Total Assets $97M | 6M Money Flow $25M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.87 | YTD Return 12.2% | 3yr Return 96.6% | 1yr Return 24.5% | Total Assets $400M | 6M Money Flow -$22M | |
Expense Ratio 0.00% | ||||||||