Marsico Investment Fund
Statistics as of Apr 02, 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 0.39 | YTD Return -6.9% | 3yr Return 43.7% | 1yr Return 10.2% | Total Assets $943M | 6M Money Flow -$65M | |
Expense Ratio 0.98% | ||||||||
Expense Ratio 1.33% | TTM Yield 0.0% | 3yr Sharpe 0.29 | YTD Return -7.2% | 3yr Return 35.7% | 1yr Return 11.0% | Total Assets $410M | 6M Money Flow -$36M | |
Expense Ratio 1.08% | ||||||||
Expense Ratio 1.39% | TTM Yield 0.0% | 3yr Sharpe 0.23 | YTD Return -0.3% | 3yr Return 31.4% | 1yr Return 23.1% | Total Assets $380M | 6M Money Flow $44M | |
Expense Ratio 1.15% | ||||||||
Expense Ratio 1.50% | TTM Yield 0.0% | 3yr Sharpe 0.41 | YTD Return 3.8% | 3yr Return 42.7% | 1yr Return 14.9% | Total Assets $74M | 6M Money Flow $16M | |
Expense Ratio 1.25% | ||||||||
Expense Ratio 1.44% | TTM Yield 0.0% | 3yr Sharpe 0.47 | YTD Return -0.5% | 3yr Return 48.0% | 1yr Return 14.7% | Total Assets $358M | 6M Money Flow -$11M | |
Expense Ratio 1.13% | ||||||||