The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Madison International Stock A to a Morningstar Medalist Rating of Negative. 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.
- NAV / 1-Day Return 8.65 / 1.76 %
- Total Assets 13.3 Mil
-
Adj. Expense Ratio
1.610%
- Expense Ratio 1.630%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Foreign Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.25%
- Turnover 31%
Morningstar’s Analysis MINAX
Will MINAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 56
- Bond Holdings 0
- Other Holdings 8
- % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector