Buying Fund Shares Automatically
Whenever you invest on a regular basis, you'll discover your investment dollars quickly add up.* Marsico's Automatic Investment Plan allows you to make systematic investments of as little as $50 per payment. Each payment can be made on a monthly, quarterly, semi-annual or annual basis on the 5th, 10th, 15th, 20th and/or 25th day of a month. To enroll, simply check the appropriate box on your account application.
Exchanging Fund Shares Automatically
You may make automatic monthly exchanges among Marsico Fund and Money Market Fund accounts, once you meet the Fund's minimum initial investments. Each transaction requires a minimum payment of $50. To take advantage of the Automatic Exchange Plan, simply check the appropriate box on your account application.
Selling Fund Shares Automatically
Our Systematic Withdrawal Plan allows you to automatically redeem your Marsico investment at regular intervals. Please note there is a $100 minimum per transaction. This option is limited to shareholders with a balance of $10,000 or more.
If you've already opened an account or hold accounts with Marsico Funds, please call 888.860.8686 for further information on each option.
*Participating in the Automatic Investment Plan does not guarantee a profit or protect against a loss in a declining market. Since such a program involves continuous investment regardless of fluctuating share values, you should consider your own ability to continue the program through periods of all market cycles.
