Marsico Focus Fund
Marsico Growth Fund
During the second calendar quarter of 2008, the Focus Fund and the Growth Fund were able to produce positive total returns of +0.58% and +0.68%, respectively. Those results outperformed the S&P 500 Index, the Funds' primary benchmark index, which had a total quarterly return of -2.73%. |
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Marsico 21st Century Fund
After a rocky first quarter, the 21st Century Fund stabilized and recovered to some extent during the second calendar quarter of 2008, posting a total return of -3.00%. That result was modestly behind the S&P 500 Index, the Fund's primary comparative benchmark, which had a total quarterly return of -2.73%. |
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Marsico International Opportunities Fund
The International Opportunities Fund had a total return of (US$) -2.01% in the second calendar quarter of 2008. The Fund slightly outperformed its primary benchmark index, the MSCI EAFE Index ("EAFE Index"), which had a total quarterly return of (US$) -2.25%. |
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Marsico Flexible Capital Fund
The Flexible Capital Fund achieved a total return of +5.22% during the second calendar quarter of 2008. That result represented a substantial degree of outperformance as compared to the Fund's primary benchmark, the S&P 500 Index, which had a total quarterly return of -2.73%. |
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Marsico Global Fund
The Marsico Global Fund, which passed its one-year anniversary in late June, produced a positive total return of +0.68% during the second calendar quarter of 2008. That result topped the Fund's primary global equity benchmark index, the MSCI All Country World Index ("MSCI ACWI"), which had a total quarterly return of -1.58%. |
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