Nasdaq - Delayed Quote USD
Marsico International Opportunities Inst (MIIOX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 32.53% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Nov 6, 2024) | 18.24% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 18.24% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MIIOX
Category
- YTD
- 30.34%
- 7.01%
- 1-Month
- -2.05%
- 0.44%
- 3-Month
- 2.91%
- 6.77%
- 1-Year
- 48.79%
- 34.50%
- 3-Year
- 4.38%
- 13.81%
- 5-Year
- 9.52%
- 13.83%
- 10-Year
- 7.77%
- 8.22%
- Last Bull Market
- 37.87%
- 17.48%
- Last Bear Market
- -14.07%
- -22.43%
Annual Total Return (%) History
Year
MIIOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 20.78% | 6.63% | 3.32% | -- |
| 2023 | 10.48% | 2.95% | -7.12% | 11.92% |
| 2022 | -13.76% | -14.07% | -10.29% | 15.04% |
Rank in Category (By Total Return)
| YTD | 1 |
| 1-Month | 6 |
| 3-Month | 11 |
| 1-Year | 1 |
| 3-Year | 3 |
| 5-Year | 7 |
Load Adjusted Returns
| 1-Year | 48.79% |
| 3-Year | 4.38% |
| 5-Year | 9.52% |
| 10-Year | 7.77% |
Performance & Risk
| YTD Return | 32.53% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Growth |
| Fund Family | Marsico Investment Fund |
| Net Assets | 55.22M |
| YTD Return | 30.34% |
| Yield | 0.47% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2000 |
Fund Summary
The fund invests primarily in foreign securities, such as common stocks of foreign companies that are selected for their long-term growth potential and other foreign securities, whether traded in the U.S. or in foreign markets or both. 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.
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