Nasdaq - Delayed Quote USD

Madison Sustainable Equity I (MFSIX)

10.03 -0.05 (-0.50%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.33%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down 1
Best 1Y Total Return (Apr 24, 2024) 18.09%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 18.09%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFSIX
Category
YTD
8.25%
14.84%
1-Month
2.98%
1.65%
3-Month
8.25%
7.55%
1-Year
22.31%
40.47%
3-Year
0.00%
16.77%
5-Year
0.00%
16.15%
10-Year
0.00%
13.21%
Last Bull Market
0.00%
24.09%
Last Bear Market
-11.89%
-17.61%

Annual Total Return (%) History

Year
MFSIX
Category
2024
--
--
2023
18.09%
--
2022
-17.63%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.25% -- -- --
2023 4.52% 4.09% -3.14% 12.07%
2022 -7.50% -11.89% -5.52% 6.97%

Rank in Category (By Total Return)

YTD 80
1-Month 73
3-Month 80
1-Year 80
3-Year --
5-Year --

Load Adjusted Returns

1-Year 22.31%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return 5.33%
5y Average Return 0.00%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Large Blend
Fund Family Madison Funds
Net Assets 9.98M
YTD Return 8.25%
Yield 0.96%
Morningstar Rating --
Inception Date Dec 31, 2021

Fund Summary

The fund will invest primarily in common stocks of high-quality, large cap companies that the fund's investment adviser, Madison Asset Management, LLC ("Madison") believes incorporate sustainability into their overall strategy. Under normal conditions, at least 80% of the fund's net assets (including borrowings for investment purposes) will be invested in stocks that meet Madison's fundamental and sustainability criteria. To the extent invested in common stocks, the fund generally invests in only 35-50 companies at any given time.

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