Nasdaq - Delayed Quote USD

Madison Investors A (MNVAX)

28.05 -0.13 (-0.46%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
250,000
Min Initial Investment, IRA
2,500
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Scottrade NTF
  • Mid Atlantic Capital Group
  • DailyAccess Corporation Mid-Atlantic
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network

Fund Summary

The fund seeks to achieve its investment objective by investing in the common stock of established, high-quality companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such securities. The fund 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.

Fund Overview

Category Large Blend
Fund Family Madison Funds
Net Assets 424.09M
YTD Return 9.53%
Yield 0.00%
Morningstar Rating
Inception Date Aug 31, 2020

Performance & Risk

YTD Return 6.54%
5y Average Return 12.27%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

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