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Madison Aggressive Allocation C MAACX

Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 9.90  /  0.30 %
  • Total Assets 52.3 Mil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 0.58%
  • Turnover 99%

Morningstar’s Analysis MAACX

Will MAACX outperform in future?

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

Madison Aggressive Allocation C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings MAACX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 20
  • % Assets in Top 10 Holdings 78.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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