Madison Aggressive Allocation Fund

Scorecard
2 / 5 Stars
Lipper
4 4 3 2 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#34 in Aggressive Allocation

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.43 percent over the past year, 9.44 percent over the past three years, and 17.61 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.7%
1 Year 17.4%
3 Years (Annualized) 9.4%
5 Years (Annualized) 17.6%
10 Years (Annualized) N/A

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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 Average compared to funds in the same category.
Madison Aggressive Allocation Fund has an expense ratio of 0.70 percent.

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Risk

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

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See Also:

Top Madison Funds Funds