Madison Aggressive Allocation C (MAACX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Madison Aggressive Allocation C
Kansas City, MO 64105-1407
420 W 7th Street STE 219083
Madison
(800) 767-0300
Management information
,Lead manager since 27 February 2023
Stuart, CFA, CAIA, serves as Portfolio Manager and Investment Analyst for the Multi-Asset Solutions team at Madison Investments. He earned a B.A. in accounting and business management from Luther College. Stuart is a Chartered Financial Analyst (CFA) charterholder, a Chartered Alternative Investment Analyst (CAIA) charterholder, and is FINRA registered.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--70% to 85% Equity
Fund familyMadison Funds
Net assets56.79M
YTD return5.72%
Yield1.10%
Morningstar rating★★
Inception date28 Feb 2008
Fund operations
Last dividend0.12
Last cap gain-2.00
Holdings turnover71.00%
Average for categoryN/A
Fees and expenses
ExpenseMAACXCategory average
Annual report expense ratio (net)1.75%0.71%
Prospectus net expense ratio1.75%N/A
Prospectus gross expense ratio1.75%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.99%
Max deferred sales loadN/A1.43%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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