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MGRIX Marsico Growth Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), SERVICENOW (NYSE:NOW), Chipotle Mexican Grill (NYSE:CMG).

Industry description

The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. It will normally hold a core position of up to 50 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fundamental investment approach combines "top-down" macro-economic analysis and investment theme development with "bottom-up" company and security analysis to identify attractive opportunities.

Market Cap

The average market capitalization across the Marsico Growth MF is 1.56T. The market cap for tickers in the group ranges from 79.39B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CMG at 79.39B.

Volume

The average weekly volume growth across all stocks in the Marsico Growth MF was -22%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was -38%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 80
P/E Growth Rating: 63
Price Growth Rating: 40
SMR Rating: 30
Profit Risk Rating: 14
Seasonality Score: -52 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Marsico Investment Fund1200 17th St, Ste 1600Denver
Phone
+1 8888608686
Web
www.marsicofunds.com
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MGRIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MGRIX has been closely correlated with GAFFX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if MGRIX jumps, then GAFFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MGRIX
1D Price
Change %
MGRIX100%
-0.26%
GAFFX - MGRIX
90%
Closely correlated
-0.18%
FAFGX - MGRIX
90%
Closely correlated
-0.18%
FFAFX - MGRIX
90%
Closely correlated
-0.18%
RGAHX - MGRIX
90%
Closely correlated
-0.18%
RGEBX - MGRIX
90%
Closely correlated
-0.19%
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