2 / 5 Stars
2 3 3 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.87 percent over the past year, 9.89 percent over the past three years, and 12.42 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||12.4%|
|10 Years (Annualized)||N/A|
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 85% equity investments and 15% fixed income investments.
Fees are Low compared to funds in the same category.
Madison Aggressive Allocation Fund has an expense ratio of 1.45 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.