Marsico Global Fund Manager Performance Evaluation
| MIGOX Fund | USD 30.59 0.14 0.46% |
The fund secures a Beta (Market Risk) of 0.9, which conveys possible diversification benefits within a given portfolio. Marsico Global returns are very sensitive to returns on the market. As the market goes up or down, Marsico Global is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Marsico Global are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Marsico Global showed solid returns over the last few months and may actually be approaching a breakup point.
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Marsico Global Relative Risk vs. Return Landscape
If you would invest 2,451 in Marsico Global on November 19, 2025 and sell it today you would earn a total of 608.00 from holding Marsico Global or generate 24.81% return on investment over 90 days. Marsico Global is currently producing 0.3938% returns and takes up 2.2839% volatility of returns over 90 trading days. Put another way, 20% of traded mutual funds are less volatile than Marsico, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Marsico Global Current Valuation
Undervalued
Today
Please note that Marsico Global's price fluctuation is very steady at this time. Marsico Global secures a last-minute Real Value of $32.41 per share. The latest price of the fund is $30.59. Our model forecasts the value of Marsico Global from analyzing the fund technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Marsico Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Marsico Mutual Fund. However, Marsico Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 30.59 | Real 32.41 | Hype 30.59 |
The intrinsic value of Marsico Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Marsico Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Marsico Global helps investors to forecast how Marsico mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Marsico Global more accurately as focusing exclusively on Marsico Global's fundamentals will not take into account other important factors: Marsico Global Target Price Odds to finish over Current Price
The tendency of Marsico Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 30.59 | 90 days | 30.59 | about 16.99 |
Based on a normal probability distribution, the odds of Marsico Global to move above the current price in 90 days from now is about 16.99 (This Marsico Global probability density function shows the probability of Marsico Mutual Fund to fall within a particular range of prices over 90 days) .
Marsico Global Price Density |
| Price |
Predictive Modules for Marsico Global
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Marsico Global. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Marsico Global Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Marsico Global is not an exception. The market had few large corrections towards the Marsico Global's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Marsico Global, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Marsico Global within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.21 | |
β | Beta against Dow Jones | 0.90 | |
σ | Overall volatility | 2.63 | |
Ir | Information ratio | 0.09 |
Marsico Global Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Marsico Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Marsico Global can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
About Marsico Global Performance
Evaluating Marsico Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Marsico Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Marsico Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in the common stocks of U.S. and foreign companies that are selected for their long-term growth potential. Under normal market conditions, it will invest significantly in the securities of issuers organized or located outside the U.S. or doing business outside the U.S. or other foreign securities. The fund will invest its assets in various regions and countries, including the U.S., that encompass not less than three different countries overall.Things to note about Marsico Global performance evaluation
Checking the ongoing alerts about Marsico Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Marsico Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Marsico Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Marsico Global's stock is overvalued or undervalued compared to its peers.
- Examining Marsico Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Marsico Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marsico Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Marsico Global's mutual fund. These opinions can provide insight into Marsico Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Marsico Mutual Fund
Marsico Global 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 Global security.
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