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 $30.51 / −0.75 %
- Fund Size $301.7M
- Adjusted Expense Ratio 0.910%
- Net Expense Ratio 0.910%
- Fee Level: Distribution High
- Share Class Type Institutional
- Morningstar Category Large Blend
- Equity Style Box (Funds) Large Value
- Minimum Initial Investment $1,000
- Investment Status —
- TTM Yield 0.37%
- Turnover Ratio 21%
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
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 7.09 | 22M | Communication Services |
Arch Capital Group Ltd | 6.01 | 19M | Financial Services |
Amazon.com Inc | 5.80 | 18M | Consumer Cyclical |
Texas Instruments Inc | 5.69 | 18M | Technology |
Keysight Technologies Inc | 5.31 | 16M | Technology |
Visa Inc Class A | 5.03 | 16M | Financial Services |
Ferguson Enterprises Inc | 4.46 | 14M | Industrials |
Agilent Technologies Inc | 4.12 | 13M | Healthcare |
Analog Devices Inc | 4.11 | 13M | Technology |
Parker Hannifin Corp | 3.87 | 12M | Industrials |
United States