Verdicts genuinely change. Free email alert the moment MXXIX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Marsico Midcap Growth Focus Fund · MARSICO INVESTMENT FUND
43 holdings
UNVERIFIED None of this fund's 43 holdings matched a company in our screened universe. It does file equity positions — the shortfall is in our matching, not in the fund, and it can close on a later screen. Usually this is foreign listings or naming we have not yet resolved.
Largest holdings: REVOLUTION MEDICINES INC COMMON STOCK, MKS INC COMMON STOCK, VIKING HOLDINGS LTD COMMON STOCK USD.01, STATE STR INSTL INVT TR TREAS MMKT FD INST, GE VERNOVA INC COMMON STOCK USD.01.
43 holdings, 0 matched (0% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| REVOLUTION MEDICINES INC COMMON STOCK | UNSCREENED | 4.38% | no in-house ratios for this holding |
| MKS INC COMMON STOCK | UNSCREENED | 4.17% | no in-house ratios for this holding |
| VIKING HOLDINGS LTD COMMON STOCK USD.01 | UNSCREENED | 4.16% | no in-house ratios for this holding |
| STATE STR INSTL INVT TR TREAS MMKT FD INST | UNSCREENED | 3.62% | no in-house ratios for this holding |
| GE VERNOVA INC COMMON STOCK USD.01 | UNSCREENED | 3.52% | no in-house ratios for this holding |
| AAR CORP COMMON STOCK USD1.0 | UNSCREENED | 3.38% | no in-house ratios for this holding |
| TALEN ENERGY CORP COMMON STOCK USD.001 | UNSCREENED | 3.36% | no in-house ratios for this holding |
| VSE CORP COMMON STOCK USD.05 | UNSCREENED | 3.33% | no in-house ratios for this holding |
| TKO GROUP HOLDINGS INC COMMON STOCK USD.00001 | UNSCREENED | 3.18% | no in-house ratios for this holding |
| DATADOG INC CLASS A COMMON STOCK USD.00001 | UNSCREENED | 3.13% | no in-house ratios for this holding |
| UNITED AIRLINES HOLDINGS INC COMMON STOCK USD.01 | UNSCREENED | 3.12% | no in-house ratios for this holding |
| SIEMENS ENERGY AG COMMON STOCK | UNSCREENED | 3.02% | no in-house ratios for this holding |
| AMPHENOL CORP CL A COMMON STOCK USD.001 | UNSCREENED | 3.00% | no in-house ratios for this holding |
| AMETEK INC COMMON STOCK USD.01 | UNSCREENED | 2.96% | no in-house ratios for this holding |
| EVERCORE INC A COMMON STOCK USD.01 | UNSCREENED | 2.90% | no in-house ratios for this holding |
| UNITED RENTALS INC COMMON STOCK USD.01 | UNSCREENED | 2.88% | no in-house ratios for this holding |
| YUM BRANDS INC COMMON STOCK | UNSCREENED | 2.80% | no in-house ratios for this holding |
| ROLLS ROYCE HOLDINGS PLC COMMON STOCK GBP.2 | UNSCREENED | 2.71% | no in-house ratios for this holding |
| UNITY SOFTWARE INC COMMON STOCK USD.000005 | UNSCREENED | 2.66% | no in-house ratios for this holding |
| O REILLY AUTOMOTIVE INC COMMON STOCK USD.01 | UNSCREENED | 2.64% | no in-house ratios for this holding |
| SOLSTICE ADV MATERIALS INC COMMON STOCK USD.01 | UNSCREENED | 2.48% | no in-house ratios for this holding |
| ARES MANAGEMENT CORP A COMMON STOCK | UNSCREENED | 2.46% | no in-house ratios for this holding |
| CINTAS CORP COMMON STOCK | UNSCREENED | 2.46% | no in-house ratios for this holding |
| AXON ENTERPRISE INC COMMON STOCK USD.00001 | UNSCREENED | 2.35% | no in-house ratios for this holding |
| ARTHUR J GALLAGHER + CO COMMON STOCK USD1.0 | UNSCREENED | 2.00% | no in-house ratios for this holding |
| SHERWIN WILLIAMS CO/THE COMMON STOCK USD1.0 | UNSCREENED | 1.98% | no in-house ratios for this holding |
| JOHNSON CONTROLS INTERNATION COMMON STOCK USD.01 | UNSCREENED | 1.96% | no in-house ratios for this holding |
| HYATT HOTELS CORP CL A COMMON STOCK USD.01 | UNSCREENED | 1.81% | no in-house ratios for this holding |
| MACOM TECHNOLOGY SOLUTIONS H COMMON STOCK USD.001 | UNSCREENED | 1.77% | no in-house ratios for this holding |
| NEBIUS GROUP NV COMMON STOCK EUR.01 | UNSCREENED | 1.75% | no in-house ratios for this holding |
| LUMENTUM HOLDINGS INC COMMON STOCK USD.001 | UNSCREENED | 1.71% | no in-house ratios for this holding |
| INSMED INC COMMON STOCK USD.01 | UNSCREENED | 1.46% | no in-house ratios for this holding |
| FIVE BELOW COMMON STOCK USD.01 | UNSCREENED | 1.39% | no in-house ratios for this holding |
| EAST WEST BANCORP INC COMMON STOCK USD.001 | UNSCREENED | 1.32% | no in-house ratios for this holding |
| TEVA PHARMACEUTICAL SP ADR ADR | UNSCREENED | 1.27% | no in-house ratios for this holding |
| COCA COLA EUROPACIFIC PARTNE COMMON STOCK EUR.01 | UNSCREENED | 1.27% | no in-house ratios for this holding |
| ACUSHNET HOLDINGS CORP COMMON STOCK USD.001 | UNSCREENED | 1.27% | no in-house ratios for this holding |
| CBRE GROUP INC A COMMON STOCK USD.01 | UNSCREENED | 1.13% | no in-house ratios for this holding |
| HEICO CORP COMMON STOCK USD.01 | UNSCREENED | 0.95% | no in-house ratios for this holding |
| IMAX CORP COMMON STOCK | UNSCREENED | 0.93% | no in-house ratios for this holding |
| CLEAR SECURE INC CLASS A COMMON STOCK USD.00001 | UNSCREENED | 0.86% | no in-house ratios for this holding |
| WATSCO INC COMMON STOCK USD.5 | UNSCREENED | 0.64% | no in-house ratios for this holding |
| CONSTELLATION SOFTWARE INC CONSTELLATION SOFTWARE IN 28 | UNSCREENED | 0.00% | no in-house ratios for this holding |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| REVOLUTION MEDICINES INC COMMON STOCKnot matched to a ticker | 4.38% | Not screened |
| MKS INC COMMON STOCKnot matched to a ticker | 4.17% | Not screened |
| VIKING HOLDINGS LTD COMMON STOCK USD.01not matched to a ticker | 4.16% | Not screened |
| STATE STR INSTL INVT TR TREAS MMKT FD INSTnot matched to a ticker | 3.62% | Not screened |
| GE VERNOVA INC COMMON STOCK USD.01not matched to a ticker | 3.52% | Not screened |
| AAR CORP COMMON STOCK USD1.0not matched to a ticker | 3.38% | Not screened |
| TALEN ENERGY CORP COMMON STOCK USD.001not matched to a ticker | 3.36% | Not screened |
| VSE CORP COMMON STOCK USD.05not matched to a ticker | 3.33% | Not screened |
| TKO GROUP HOLDINGS INC COMMON STOCK USD.00001not matched to a ticker | 3.18% | Not screened |
| DATADOG INC CLASS A COMMON STOCK USD.00001not matched to a ticker | 3.13% | Not screened |
Top 10 of 43 holdings, 36.2% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for MXXIX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 45.50 | NEUTRAL |
| Stochastic %K (14) | 33.16 | NEUTRAL |
| CCI (20) | 6.41 | NEUTRAL |
| Williams %R (14) | -66.84 | NEUTRAL |
| MACD (12,26,9) | 0.15 | BUY |
| ROC (10) | 0.52 | BUY |
| Momentum (10) | 0.32 | BUY |
| EMA (10) | 62.30 | SELL |
| SMA (10) | 62.30 | SELL |
| EMA (20) | 62.39 | SELL |
| SMA (20) | 61.94 | BUY |
| EMA (30) | 62.65 | SELL |
| SMA (30) | 62.23 | SELL |
| EMA (50) | 63.07 | SELL |
| SMA (50) | 63.88 | SELL |
| EMA (100) | 63.00 | SELL |
| SMA (100) | 64.06 | SELL |
| EMA (200) | 61.13 | BUY |
| SMA (200) | 61.73 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.