Morningstar

Madison Large Cap Fund Class A MNVAX

Medalist Rating as of Aug 31, 2026 See Madison Investment Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in the securities of large-cap companies. It may also invest up to 35% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MINVX	Madison Large Cap Fund Class Y	Institutional	—			Nov 1, 1978	$108.91M	0.910%	High	$1,000	−$21.44M
MIVIX	Madison Large Cap Fund Class I	Institutional	—			Aug 31, 2020	$57.52M	0.810%	Above Average	$250,000	−$55.65M
MNVAX	Madison Large Cap Fund Class A	Front Load	—			Sep 23, 2013	$94.55M	1.160%	Above Average	$1,000	−$20.53M
MNVRX	Madison Large Cap Fund Class R6	Retirement, Large	—			Sep 23, 2013	$40.72M	0.730%	High	$500,000	−$8.45M

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