How To Get Started
There are two types of accounts you can open with Marsico Funds:1) Regular Account
2) Retirement Account
In addition, we offer a Money Market Exchange Feature for both account options.
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- Documents
- Prospectus
- Statement of Additional Information
- Account Application
- Mutual Fund Transfer Form
- Traditional and Roth IRA Applications
- IRA Transfer Form
- IRA Guide
- Direct Deposit Authorization
- Systematic Withdrawal Plan Application
- Automatic Investment Plan Application
- Cost Basis Election Form
- Privacy Notice
- Annual Report
- Semi-Annual Report
- Proxy Voting Information
1) Regular Account
2) Retirement Account
In addition, we offer a Money Market Exchange Feature for both account options.
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©2013 Marsico Capital Management, LLC Marsico Funds Privacy Notice | ||||||