Madison Covered Call & Equity Income Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 3 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

#366 in Large Growth

U.S. News evaluated 466 Large Growth 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 12.86 percent over the past year, and 8.09 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 12.9%
3 Years (Annualized) 8.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide consistent total return and, secondarily, to provide a high level of income and gains from option premiums. The fund invests, under normal conditions, primarily in common stocks of large- and mid-capitalization issuers that are, in the view of the fund's investment adviser, selling at a reasonable price in relation to their long-term earnings growth rates. It will invest at least 80% of its total assets in common stocks, with at least 65% of this amount invested in common stocks of large capitalization issuers that met the fund's selection criteria.

Fees

Fees are Average compared to funds in the same category.
Madison Covered Call & Equity Income Fund has an expense ratio of 1.25 percent.

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Risk

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

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See Also:

Top Madison Funds Funds