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MIGOX Marsico Global Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Chipotle Mexican Grill (NYSE:CMG).

Industry description

The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of U.S. and foreign companies that are selected for their long-term growth potential. Under normal market conditions, it will invest significantly (generally, at least 40% of its net assets) in the securities of issuers organized or located outside the U.S. or doing business outside the U.S. or other foreign securities. The fund will invest its assets in various regions and countries, including the U.S., that encompass not less than three different countries overall.

Market Cap

The average market capitalization across the Marsico Global Institutional MF is 1.3T. 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 Global Institutional MF was -27%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 61
Price Growth Rating: 45
SMR Rating: 26
Profit Risk Rating: 15
Seasonality Score: -52 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, MIGOX has been closely correlated with RNPHX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if MIGOX jumps, then RNPHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MIGOX
1D Price
Change %
MIGOX100%
-0.41%
RNPHX - MIGOX
86%
Closely correlated
-0.44%
RPEBX - MIGOX
86%
Closely correlated
-0.45%
FNFPX - MIGOX
86%
Closely correlated
-0.45%
FFPNX - MIGOX
86%
Closely correlated
-0.44%
RNPGX - MIGOX
86%
Closely correlated
-0.43%
More