MGWAX : Madison Large Cap Value Fund Class A

MGWAX is a US Stocks Market Large Value with HIGH fees.

MGWAX

Madison Large Cap Value Fund Class A

FI Score

24 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

24% FI Score
  • mgwax
  • Mutual Fund
  • US Stocks
  • Large Value

Madison Large Cap Value Fund Class A

Expenses: 1.16% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital growth, with income as a secondary consideration. The fund will, under normal market conditions, maintain at least 80% of its net assets (including borrowings for investment purposes) in large cap stocks (generally, stocks with a market capitalization of the companies represented in the Russell 1000® Value Index -- as of the most recent reconstitution date, the low end of the range of market capitalizations included in this index was $1.71 billion).

Largest Holdings

Amount Holding
4.67% JPMorgan Chase & Co
4.63% Barrick Gold Corp
4.47% Baxter International Inc
3.51% Bristol-Myers Squibb Company
3.50% Verizon Communications Inc
3.38% Sempra Energy
2.96% Royal Gold Inc
2.85% Johnson & Johnson
2.81% Franco-Nevada Corp
2.72% The Home Depot Inc
2.56% Jacobs Engineering Group Inc
2.56% Texas Instruments Inc
2.37% Comcast Corp Class A
2.23% BlackRock Inc
2.00% Caterpillar Inc
2.00% The Travelers Companies Inc
1.99% Analog Devices Inc
1.77% U.S. Bancorp
1.70% Union Pacific Corp
1.63% McDonald's Corp
1.62% Amgen Inc
1.61% PepsiCo Inc
1.58% Northern Trust Corp
1.54% Mondelez International Inc Class A
1.52% Prologis Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo