Morningstar

Madison Aggressive Allocation Fund Class A MAGSX

Morningstar Medalist Rating
Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 13.82  /  +0.29 %
  • Total Assets 57.4M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status
  • TTM Yield 1.47%
  • Turnover 45%

USD | NAV as of Aug 13, 2026 | 1-Day Return as of Aug 13, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MAGSX

Will MAGSX outperform in the 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 MAGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Madison Aggressive Allocation A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MAGSX

More MAGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 77.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Madison Core Bond R6

14.29 8M
—

Vanguard FTSE All-Wld ex-US ETF

8.96 5M
—

VictoryShares Free Cash Flow ETF

8.93 5M
—

Madison Large Cap R6

8.53 5M
—

iShares Core S&P US Growth ETF

8.34 5M
—

Invesco S&P 500® Quality ETF

7.66 4M
—

Vanguard Information Technology ETF

6.37 4M
—

iShares Core S&P Small-Cap ETF

5.59 3M
—

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5.20 3M
Cash and Equivalents

Avantis Emerging Markets Equity ETF

4.71 3M
—

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