Columbia Marsico Growth ANMGIX

Morningstar Rating

Fund Research and Analysis

by John Coumarianos

Stick with Columbia Marsico Growth.

This fund hasn't given investors much reason to cheer lately, but it's proven a fine large-growth holding over the longer haul. While stumbling with bottom-half category performances in 2008 and again for nearly the first 10 months of 2009, manager Tom Marsico has delivered a 0. Read more

Kudos

Experienced manager with a great record.

Tom Marsico is one of the best around at marrying big top-down ideas with stock-specific fundamentals. Read more

Risks

Manager's macroeconomic bets have the potential to backfire over short periods.

Although more diversified than Columbia Marsico Focused Equities, the fund is still highly concentrated. Read more

Strategy

Manager Tom Marsico combines top-down analysis with bottom-up stock-picking to build this portfolio. He holds a few more names here than at Columbia Marsico Focused Equities NFEAX, but the fund is still quite concentrated. Read more

Management

This fund is subadvised by Marsico Capital Management. Firm founder and fund manager Tom Marsico started his own investment-management shop in 1997, after several years at two other growth-oriented shops, Fred Alger Management and Janus Capital. Marsico has a staff of 17 analysts and four traders. Read more

Inside Scoop

Like sibling Columbia Marsico Focused Equities, this fund figures to be a potent dose of manager Tom Marsico's best ideas. Marsico includes classic-growth stocks, as well as some beaten-down turnaround picks that may fall outside traditional growth sectors. Read more

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