MIDFX Mutual Fund (Marsico Midcap Growth Focus Fund Class Institutional) is managed by Marsico Investment Fund with $397.4M in net assets. MIDFX expense ratio is 1.06%, holding 38 positions across sectors including Unknown, Industrials, Information Technology. Inception date: 2021-12-06.

MIDFX performance shows a YTD return of 20.97%. The 1-year return is 27.27%. MIDFX dividend yield stands at 9.76%, paid annually.

MIDFX top holdings include State Street Institutional Treasury Money Market Fund (7.7%), GE Vernova Inc. CDR (CAD Hedged) (6.4%), Siemens Energy Ag (5.0%), Kla Corp. (4.8%), Viking Holdings Ltd. Ordinary Shares (4.1%). View all MIDFX holdings, sector breakdown, or dividend history.

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