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Morningstar

Madison Aggressive Allocation A MAGSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.40  /  0.78 %
  • Total Assets 55.0 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 1.030%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.26%
  • Turnover 99%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis MAGSX

Will MAGSX 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 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.

Summary

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Madison Aggressive Allocation A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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