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, once you have met the minimum initial investment as outlined in the prospectus. Each payment can be made
on a monthly, quarterly, semi-annual or annual basis. To enroll, simply check
the appropriate box on your account application.
Exchanging Fund Shares Automatically
You may make automatic monthly exchanges among between identically
registered account(s) once you meet the minimum investment amounts as outlined
in the prospectus. Each transaction requires a minimum payment. 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 Fund investment at regular intervals. Please note there is a minimum
per transaction. This option is limited to shareholders with a starting balance
above a certain minimum. Please call 888.860.8686 for further information on
this option.
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.