Madison Mid Cap benefits from a disciplined, long-term-oriented investment approach. Its three cheapest share classes earn a Morningstar Analyst Rating of Bronze, while its two most expensive stay Neutral.
Madison Mid Cap Y GTSGX
NAV / 1-Day Return
13.33
/
0.97
%
Total Assets
696.8 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.950%
Expense Ratio
0.950%
Fee Level
Above Average
Longest Manager Tenure
24.06
years
Category
Mid-Cap Blend
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.03%
Turnover
24%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will GTSGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GTSGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GTSGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of GTSGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A decent defensive, high-conviction option.
