Marsico Midcap Growth Focus Fund
Shareclass
Marsico Midcap Growth Focus Instl (MIDFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Marsico Midcap Growth Focus Fund
FUND COVERAGE
# of holdings35
% of assets86%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
14 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Lyft Inc Class A1.07%$6.53M
- 2. Coca-Cola Europacific Partners PLC1.77%$10.78M
- 3. Siemens Energy AG ADR3.72%$22.65M
- 4. Rolls-Royce Holdings PLC3.49%$21.22M
- 5. GE Vernova Inc4.89%$29.76M
- 6. Watsco Inc Ordinary Shares0.96%$5.83M
- 7. CBRE Group Inc Class A2.69%$16.36M
- 8. KLA Corp3.79%$23.08M
- 9. United Airlines Holdings Inc2.74%$16.66M
- 10. Spotify Technology SA3.79%$23.07M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc3.32%$20.19M
- 2. Constellation Software Inc2.31%$14.08M
- 3. Heico Corp3.5%$21.29M
- 4. Roblox Corp Ordinary Shares - Class A4.28%$26.06M
- 5. Talen Energy Corp Ordinary Shares New3%$18.26M
- 6. Celsius Holdings Inc1.51%$9.2M
- 7. Viking Holdings Ltd2.97%$18.1M
- 8. Rollins Inc1.49%$9.05M
- 9. Evercore Inc Class A2.82%$17.15M
- 10. Ryan Specialty Holdings Inc Class A2.51%$15.29M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Marsico Midcap Growth Focus Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Marsico Midcap Growth Focus Fund MIDFX
Environment
Social
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