Madison Aggressive Allocation Fund

Scorecard
2 / 5 Stars
Lipper
2 3 3 2 5
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

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.

See all Madison Funds funds

See full Aggressive Allocation rankings

See more fund rankings

Performance

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%
1 Year 17.9%
3 Years (Annualized) 9.9%
5 Years (Annualized) 12.4%
10 Years (Annualized) N/A

See more MAACX performance

Summary

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

Fees are Low compared to funds in the same category.
Madison Aggressive Allocation Fund has an expense ratio of 1.45 percent.

See more MAACX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more MAACX risk