Marsico Investment Fund
Statistics as of Apr 04, 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 1.39% | TTM Yield 0.0% | 3yr Sharpe 0.23 | YTD Return -11.1% | 3yr Return 16.0% | 1yr Return 10.6% | Total Assets $344M | 6M Money Flow $44M | |
Expense Ratio 1.15% | ||||||||
Expense Ratio 1.50% | TTM Yield 0.0% | 3yr Sharpe 0.41 | YTD Return -6.0% | 3yr Return 27.6% | 1yr Return 4.2% | Total Assets $67M | 6M Money Flow $16M | |
Expense Ratio 1.25% | ||||||||
Expense Ratio 1.44% | TTM Yield 0.0% | 3yr Sharpe 0.47 | YTD Return -11.3% | 3yr Return 29.3% | 1yr Return 2.5% | Total Assets $319M | 6M Money Flow -$11M | |
Expense Ratio 1.13% | ||||||||
Expense Ratio 1.33% | TTM Yield 0.0% | 3yr Sharpe 0.29 | YTD Return -17.7% | 3yr Return 18.2% | 1yr Return -0.7% | Total Assets $345M | 6M Money Flow -$36M | |
Expense Ratio 1.08% | ||||||||
Expense Ratio 1.25% | TTM Yield 0.0% | 3yr Sharpe 0.39 | YTD Return -18.2% | 3yr Return 23.7% | 1yr Return -2.7% | Total Assets $828M | 6M Money Flow -$65M | |
Expense Ratio 0.98% | ||||||||