MYLVX : Madison Large Cap Value Fund Class Y

MYLVX is a US Stocks Market Large Value with MODERATE fees.

MYLVX

Madison Large Cap Value Fund Class Y

FI Score

32 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

32% FI Score
  • mylvx
  • Mutual Fund
  • US Stocks
  • Large Value

Madison Large Cap Value Fund Class Y

Expenses: 0.91% (Better than 1% 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

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