MINVX : Madison Investors Fund Class Y

MINVX is a US Stocks Market Large Blend with HIGH fees.

MINVX

Madison Investors Fund Class Y

FI Score

38 /100

Expense Ratio Rating

4 /10

Expense Rating

1 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

38% FI Score
  • minvx
  • Mutual Fund
  • US Stocks
  • Large Blend

Madison Investors Fund Class Y

Expenses: 0.95% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. 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.

Largest Holdings

Amount Holding
5.13% Becton, Dickinson and Co
4.99% Alphabet Inc Class C
4.95% Lowe's Companies Inc
4.76% Jacobs Engineering Group Inc
4.74% Progressive Corp
4.66% Liberty Broadband Corp C
4.20% Berkshire Hathaway Inc Class B
4.15% U.S. Bancorp
4.12% Visa Inc Class A
3.77% Varian Medical Systems Inc
3.70% PPG Industries Inc
3.68% Novartis AG ADR
3.59% Danaher Corp
3.52% Accenture PLC Class A
3.49% Analog Devices Inc
3.32% Cognizant Technology Solutions Corp A
3.17% Alcon Inc
3.09% PACCAR Inc
2.99% Copart Inc
2.99% Dollar Tree Inc
2.81% Linde PLC
2.75% TJX Companies Inc
2.72% Brookfield Asset Management Inc Class A
2.43% TE Connectivity Ltd
2.19% Adobe Inc

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