2 / 5 Stars
2 2 5 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#149 in Large Value
U.S. News evaluated 325 Large Value 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 16.85 percent over the past year, 12.89 percent over the past three years, 15.71 percent over the past five years, and 5.18 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||15.7%|
|10 Years (Annualized)||5.2%|
The investment seeks long-term capital growth, with income as a secondary consideration. The fund will, under normal market conditions, maintain at least 80% of its net assets (including borrowings for investment purposes) in large cap stocks (generally, stocks with a market capitalization of the companies represented in the Russell 1000 ® Value Index). It may invest up to 25% of its assets in foreign securities, including American Depository Receipts ("ADRs") and emerging market securities, and may invest in exchange traded funds ("ETFs") that are registered investment companies.
Fees are High compared to funds in the same category.
Madison Large Cap Value Fund has an expense ratio of 1.16 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.