Madison Investment Mutual Funds
Madison Investment Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 4 of 4 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Madison Mid Cap A | MERAX | Mid-Cap Blend | 10.65% | 75 | 1.390% | High | Front Load | $1,000 | ||
Madison Mid Cap I | MDCIX | Mid-Cap Blend | 11.08% | 69 | 0.840% | Average | Institutional | $250,000 | ||
Madison Mid Cap R6 | MMCRX | Mid-Cap Blend | 11.09% | 68 | 0.760% | Average | Retirement, Large | $500,000 | ||
Madison Mid Cap Y | GTSGX | Mid-Cap Blend | 10.97% | 70 | 0.940% | Above Average | Institutional | $1,000 |
Madison Investment Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank