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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 10.68  /  −0.28 %
  • Total Assets 54.4 Mil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Status Open
  • TTM Yield 1.10%
  • Turnover 71%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MAACX

More MAACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Madison Investors R6

18.60 10.5 Mil
—

Invesco S&P 500® Quality ETF

11.99 6.8 Mil
—

Madison Core Bond R6

9.23 5.2 Mil
—

Vanguard Information Technology ETF

8.25 4.7 Mil
—

Distillate US Fdmtl Stblty & Val ETF

8.04 4.6 Mil
—

iShares Treasury Floating Rate Bond ETF

8.02 4.5 Mil
—

Energy Select Sector SPDR® ETF

4.74 2.7 Mil
—

Franklin FTSE Japan ETF

4.51 2.6 Mil
—

iShares MSCI Emerging Markets Asia ETF

4.26 2.4 Mil
—

iShares Core S&P Small-Cap ETF

4.10 2.3 Mil
—