MAGSX : Madison Aggressive Allocation Fund Class A

MAGSX is a Allocation Market All-In-One with MODERATE fees.

MAGSX

Madison Aggressive Allocation Fund Class A

FI Score

35 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

35% FI Score
  • magsx
  • Mutual Fund
  • Allocation
  • All-In-One

Madison Aggressive Allocation Fund Class A

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund invests primarily in shares of other registered investment companies (the "underlying funds"). Under normal circumstances, the fund's total net assets will be allocated among various asset classes and underlying funds, including those whose shares trade on a stock exchange, with target allocations over time of approximately 80% equity investments and 20% fixed income investments.

Largest Holdings

Amount Holding
13.22% Madison Investors R6
13.05% Madison Dividend Income Y
12.33% Vanguard Information Technology ETF
6.32% Vanguard Health Care ETF
5.95% Madison Core Bond Y
5.06% Vanguard Short-Term Corporate Bond ETF
4.39% Madison Mid Cap R6
4.38% iShares MSCI China ETF
4.23% iShares Edge MSCI Min Vol EAFE ETF
3.56% Vanguard Short-Term Treasury ETF
2.89% iShares 20+ Year Treasury Bond ETF
2.85% JPMorgan BetaBuilders Japan ETF
1.93% SPDR® S&P Emerging Asia Pacific ETF
1.86% Baird Aggregate Bond Inst
1.32% VanEck Vectors Gold Miners ETF
1.02% Vanguard FTSE All-Wld ex-US ETF

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