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Madison Investors Y MINVX

Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 27.88  /  +1.12 %
  • Total Assets 404.2 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.23%
  • Turnover 22%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis MINVX

Will MINVX outperform in future?

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

Strength in Madison Investors Y's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings MINVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

8.07 31.3 Mil
Communication Services

Arch Capital Group Ltd

5.75 22.3 Mil
Financial Services

PACCAR Inc

4.75 18.4 Mil
Industrials

Ssc Government Gvmxx El Ssc Gov K161gvmxx Early

4.69 18.2 Mil
Cash and Equivalents

Fiserv Inc

4.63 17.9 Mil
Technology

Amazon.com Inc

4.36 16.9 Mil
Consumer Cyclical

Berkshire Hathaway Inc Class B

3.96 15.3 Mil
Financial Services

Analog Devices Inc

3.81 14.8 Mil
Technology

Parker Hannifin Corp

3.76 14.5 Mil
Industrials

Lowe's Companies Inc

3.76 14.5 Mil
Consumer Cyclical