Madison Large Cap Y 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.
Madison Large Cap Fund Class Y MINVX
- NAV / 1-Day Return 29.32 / −1.25 %
- Total Assets 312.6M
-
Adj. Expense Ratio
0.910%
- Expense Ratio 0.910%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status
- TTM Yield 0.37%
- Turnover 21%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:13 AM GMT+0
Morningstar’s Analysis MINVX
Will MINVX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MINVX 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 MINVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 8.17 | 27M | Communication Services |
Texas Instruments Inc | 6.28 | 21M | Technology |
Amazon.com Inc | 6.08 | 20M | Consumer Cyclical |
Arch Capital Group Ltd | 5.92 | 19M | Financial Services |
Keysight Technologies Inc | 5.79 | 19M | Technology |
Ferguson Enterprises Inc | 5.45 | 18M | Industrials |
Analog Devices Inc | 4.67 | 15M | Technology |
Parker Hannifin Corp | 4.65 | 15M | Industrials |
Visa Inc Class A | 4.45 | 15M | Financial Services |
Lowe's Companies Inc | 3.44 | 11M | Consumer Cyclical |
United States