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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#339 in Large Growth
U.S. News evaluated 468 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 18.72 percent over the past year, 9.93 percent over the past three years, 16.53 percent over the past five years, and 5.54 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||5.5%|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of larger companies and will, under normal market conditions, maintain at least 80% of its net assets (including borrowings for investment purposes) in such large cap stocks. For this purpose, the term "large cap stock" refers to stocks with a market capitalization of the companies in the Russell 1000® Growth Index. The fund may also invest up to 25% of its assets in foreign securities (including American Depository Receipts and emerging market securities).
Fees are Average compared to funds in the same category.
Madison Large Cap Growth Fund has an expense ratio of 1.20 percent.
Risk is Low compared to funds in the same category according to Morningstar.