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Morningstar

Madison Conservative Allocation C MCOCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.47  /  0.11 %
  • Total Assets 52.2 Mil
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.780%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Allocation—15% to 30% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.68%
  • Turnover 84%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis MCOCX

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

People Pillar

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

Summary

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Madison Conservative Allocation C's Average Process Pillar and People 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 highest quintile among peers.

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