1 / 5 Stars
1 1 5 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#317 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.
The fund has returned 12.94 percent over the past year, and 9.35 percent over the past three years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||12.3%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
Madison Equity Income Fund has an expense ratio of 1.24 percent.
Risk is Low compared to funds in the same category according to Morningstar.