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MXXIX
Marsico Midcap Growth Focus Fund
Analysis
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Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

MXXIX Mutual Fund Holdings Information

Holdings Count
36
Total Assets
377.27M
Top 10 Percentage
48.18%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
36 Holdings
36 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
USD_CASH
STATE STR INSTL INVT TR TREAS MMKT FD INST
11.25%
$42.30M
―
―
―
―
―
SPOT
Spotify Technology SA
4.84%
$18.18M
―
$142.04B
122.64%
19 Buy
7 Hold
1 Sell
Moderate Buy
―
CMG
Chipotle Mexican Grill
4.39%
$16.52M
―
$71.11B
-17.80%
19 Buy
9 Hold
0 Sell
Moderate Buy
―
CTAS
Cintas
4.37%
$16.43M
―
$88.29B
23.44%
5 Buy
5 Hold
2 Sell
Hold
―
CSU
Constellation Software
4.37%
$16.42M
―
C$103.10B
26.72%
4 Buy
0 Hold
0 Sell
Strong Buy
―
GEV
GE Vernova Inc.
3.93%
$14.77M
―
$133.79B
177.11%
15 Buy
3 Hold
0 Sell
Strong Buy
―
KLAC
Kla Corporation
3.87%
$14.55M
―
$112.41B
4.10%
10 Buy
8 Hold
0 Sell
Moderate Buy
―
SNPS
Synopsys
3.74%
$14.07M
―
$73.01B
-22.29%
11 Buy
1 Hold
0 Sell
Strong Buy
―
KKR
Kohlberg Kravis Roberts
3.72%
$14.00M
―
$109.19B
12.66%
12 Buy
0 Hold
0 Sell
Strong Buy
―
PLTR
Palantir Technologies Inc.
3.70%
$13.91M
―
$330.29B
475.92%
3 Buy
10 Hold
4 Sell
Hold
―
Rows:
10

Sector Breakdown

27.56%Industrials22.88%Technology19.48%Consumer Cyclical12.21%Communication Services7.94%Financial4.41%General4.06%Real Estate1.45%Healthcare27.56%Industrials
Industrials
27.56%
Technology
22.88%
Consumer Cyclical
19.48%
Communication Services
12.21%
Financial
7.94%
General
4.41%
Real Estate
4.06%
Healthcare
1.45%

Countries Breakdown

74.70%United States4.57%Canada3.40%United Kingdom3.11%France3.00%Germany74.70%United States
United States
74.70%
Canada
4.57%
United Kingdom
3.40%
France
3.11%
Germany
3.00%

Breakdown By Smart Score

3.88%Outperform107.82%Outperform918.01%Outperform835.12%Neutral715.42%Neutral62.13%Neutral51.23%Neutral44.20%Underperform39.92%Underperform22.27%Underperform16
The weighted average smart score of the MXXIX Mutual Fund is 6
10
3.88%
9
7.82%
8
18.01%
7
35.12%
6
15.42%
5
2.13%
4
1.23%
3
4.20%
2
9.92%
1
2.27%

MXXIX Mutual Funds FAQ

What are Mutual Funds MXXIX’s top 3 holdings?
MXXIX’s top 3 holdings are USD_CASH, SPOT, CMG.
    What is Mutual Funds MXXIX’s holdings count?
    Mutual Funds MXXIX’s is holdings 36 different assets.
      What are the total assets of Mutual Funds MXXIX?
      Mutual Funds MXXIX’s total assets are 377.27M.

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