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Madison Aggressive Allocation A MAGSX

Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 11.05  /  0.18 %
  • Total Assets 55.6 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.88%
  • Turnover 71%

Morningstar’s Analysis MAGSX

Will MAGSX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings MAGSX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 78.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Cash and Equivalents

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