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MIDFX
Mutual Fund ticker: NASDAQ
AS OF
Jul 3 closing price
Price
$59.80
Change
+$0.65 (+1.10%)
Net Assets
500.61M

MIDFX Marsico Midcap Growth Focus Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Mid-Cap Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are KLA Corp (NASDAQ:KLAC), Palo Alto Networks Inc (NASDAQ:PANW), Chipotle Mexican Grill (NYSE:CMG), Spotify Technology SA (NYSE:SPOT).

Industry description

The investment seeks long-term growth of capital. The fund invests primarily in common stocks that are selected for their long-term growth potential. Under normal circumstances, it will invest at least 80% of the value of its assets in medium-capitalization (or “midcap”) growth companies. 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 Midcap Growth Focus Instl MF is 69.34B. The market cap for tickers in the group ranges from 216.07M to 96.13B. KLAC holds the highest valuation in this group at 96.13B. The lowest valued company is CSU at 216.07M.

Volume

The average weekly volume growth across all stocks in the Marsico Midcap Growth Focus Instl MF was -31%. For the same stocks of the MF, the average monthly volume growth was -32% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

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

Valuation Rating: 84
P/E Growth Rating: 52
Price Growth Rating: 38
SMR Rating: 26
Profit Risk Rating: 16
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, MIDFX has been closely correlated with VMGMX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if MIDFX jumps, then VMGMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MIDFX
1D Price
Change %
MIDFX100%
+1.10%
VMGMX - MIDFX
92%
Closely correlated
+1.05%
VMGIX - MIDFX
92%
Closely correlated
+1.06%
FSMAX - MIDFX
89%
Closely correlated
+0.93%
PEMGX - MIDFX
84%
Closely correlated
+1.04%
PMAQX - MIDFX
83%
Closely correlated
+1.04%
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