Marsico International Opportunities Fund Manager Performance Evaluation
| MIIOX Fund | USD 31.16 0.27 0.87% |
The fund secures a Beta (Market Risk) of 0.77, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Marsico International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Marsico International is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Marsico International Opportunities are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Marsico International showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | As state cuts funding, Rockford library gets 1M in federal funds for expansion - MLive.com | 12/23/2025 |
Marsico |
Marsico International Relative Risk vs. Return Landscape
If you would invest 2,701 in Marsico International Opportunities on November 21, 2025 and sell it today you would earn a total of 415.00 from holding Marsico International Opportunities or generate 15.36% return on investment over 90 days. Marsico International Opportunities is currently producing 0.2455% returns and takes up 1.2023% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Marsico, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Marsico International Current Valuation
Undervalued
Today
Please note that Marsico International's price fluctuation is very steady at this time. Marsico International secures a last-minute Real Value of $32.16 per share. The latest price of the fund is $31.16. Our model forecasts the value of Marsico International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Marsico Mutual Fund. However, Marsico International'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 31.16 | Real 32.16 | Hype 31.2 | Naive 31.76 |
The intrinsic value of Marsico International'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 International'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 International Opportunities 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 International more accurately as focusing exclusively on Marsico International's fundamentals will not take into account other important factors: Marsico International 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 |
| 31.16 | 90 days | 31.16 | about 11.21 |
Based on a normal probability distribution, the odds of Marsico International to move above the current price in 90 days from now is about 11.21 (This Marsico International Opportunities probability density function shows the probability of Marsico Mutual Fund to fall within a particular range of prices over 90 days) .
Marsico International Price Density |
| Price |
Predictive Modules for Marsico International
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 International. 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 International Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Marsico International is not an exception. The market had few large corrections towards the Marsico International'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 International Opportunities, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Marsico International within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.09 | |
β | Beta against Dow Jones | 0.77 | |
σ | Overall volatility | 1.30 | |
Ir | Information ratio | 0.07 |
Marsico International 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 International for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Marsico International 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 International Performance
Evaluating Marsico International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Marsico International 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 International 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 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.Things to note about Marsico International performance evaluation
Checking the ongoing alerts about Marsico International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Marsico International 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 International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Marsico International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marsico International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Marsico International's mutual fund. These opinions can provide insight into Marsico International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Marsico Mutual Fund
Marsico International 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 International security.
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