Marsico 21st Century Fund Quote

MXXIX Fund  USD 52.55  1.64  3.22%   

Performance

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Odds Of Distress

Low

 
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Marsico 21st is trading at 52.55 as of the 4th of May 2025; that is 3.22 percent increase since the beginning of the trading day. The fund's open price was 50.91. Marsico 21st has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. Click here to learn more.
The fund invests primarily in common stocks that are selected for their long-term growth potential. Marsico 21st is traded on NASDAQ Exchange in the United States. More on Marsico 21st Century

Moving together with Marsico Mutual Fund

  0.9PAMCX T Rowe PricePairCorr
  0.9RRMGX T Rowe PricePairCorr
  0.91PRNHX T Rowe PricePairCorr
  0.93PCBIX Midcap Fund InstitutionalPairCorr
  0.76LSHEX Kinetics Spin OffPairCorr
  0.83WWNPX Kinetics ParadigmPairCorr

Moving against Marsico Mutual Fund

  0.72VZ Verizon CommunicationsPairCorr
  0.59T ATT Inc Earnings Call This WeekPairCorr
  0.58KO Coca ColaPairCorr
  0.54MGOIX Mainstay GovernmentPairCorr

Marsico Mutual Fund Highlights

Fund ConcentrationMid-Cap Growth, Marsico Investment Fund, Large, Mid-Cap Growth (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Marsico 21st Century [MXXIX] is traded in USA and was established 4th of May 2025. The fund is listed under Mid-Cap Growth category and is part of Marsico Investment Fund family. This fund now has accumulated 253.98 M in assets with no minimum investment requirementsMarsico 21st Century is currently producing year-to-date (YTD) return of 1.35%, while the total return for the last 3 years was 13.38%.
Check Marsico 21st Probability Of Bankruptcy

Instrument Allocation

Top Marsico 21st Century Mutual Fund Constituents

CCICrown CastleStockReal Estate
TWLOTwilio IncStockInformation Technology
GPNGlobal PaymentsStockFinancials
SNAPSnap IncStockCommunication Services
ADBEAdobe Systems IncorporatedStockInformation Technology
BRBroadridge Financial SolutionsStockIndustrials
MCHPMicrochip TechnologyStockInformation Technology
TTWOTake Two Interactive SoftwareStockCommunication Services
More Details

Marsico 21st Century Risk Profiles

Marsico 21st Against Markets

Other Information on Investing in Marsico Mutual Fund

Marsico 21st financial ratios help investors to determine whether Marsico Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Marsico with respect to the benefits of owning Marsico 21st security.
Bollinger Bands
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Price Exposure Probability
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Earnings Calls
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