MXXIX Mutual Fund (Marsico Midcap Growth Focus Fund Investor Class) is managed by Marsico Investment Fund with $524.5M in net assets. MXXIX expense ratio is 1.31%, holding 38 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2000-02-01.

MXXIX performance shows a YTD return of 13.82%. The 1-year return is 29.65% and the 5-year return is 15.53%. MXXIX dividend yield stands at 10.50%, paid annually.

MXXIX top holdings include State Street Institutional Treasury Money Market Fund (7.7%), GE Vernova Inc|112 (6.4%), SIEMENS ENERGY AG (5.0%), Kla Corp_None_0 (4.8%), Viking Holdings Ltd (4.1%). View all MXXIX holdings, sector breakdown, or dividend history.

MXXIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MXXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.