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Morningstar

Madison Aggressive Allocation C MAACX

Morningstar Medalist Rating
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%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis MAACX

Will MAACX 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 MAACX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MAACX 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 MAACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Manager Research
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Portfolio Holdings MAACX

More MAACX Holdings
  • 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
Sector

Madison Investors R6

16.22
8,811,293
—

iShares Treasury Floating Rate Bond ETF

13.28
7,214,061
—

Distillate US Fdmtl Stblty & Val ETF

11.08
6,018,170
—

Madison Core Bond R6

8.38
4,550,720
—

Vanguard Information Technology ETF

8.24
4,478,607
—

Vanguard FTSE All-Wld ex-US ETF

4.98
2,707,853
—

Invesco S&P 500® Quality ETF

4.62
2,509,220
—

iShares Core S&P Small-Cap ETF

4.00
2,172,212
—

iShares 7-10 Year Treasury Bond ETF

3.86
2,095,744
—

iShares MSCI Intl Quality Factor ETF

3.74
2,029,393
—