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Madison Mid Cap Y GTSGX

Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 15.86  /  −0.44 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.12%
  • Turnover 10%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis GTSGX

Will GTSGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin Madison Mid Cap Y's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings GTSGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 50.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Gvmxx El Ssc Gov K161gvmxx Early

9.01 123.8 Mil
Cash and Equivalents

Arch Capital Group Ltd

7.55 103.8 Mil
Financial Services

Gartner Inc

6.31 86.7 Mil
Technology

Ross Stores Inc

5.62 77.2 Mil
Consumer Cyclical

Carlisle Companies Inc

5.10 70.1 Mil
Industrials

PACCAR Inc

4.89 67.2 Mil
Industrials

Arista Networks Inc

4.55 62.5 Mil
Technology

Copart Inc

4.53 62.2 Mil
Industrials

Brown & Brown Inc

4.48 61.6 Mil
Financial Services

Dollar Tree Inc

4.15 57.1 Mil
Consumer Defensive