Madison International Stock Fund (MINAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:06AM EDT. Market open.
Madison International Stock Fund
Kansas City, MO 64105-1407
420 W 7th Street STE 219083
Madison
(800) 767-0300
Management Information
Thomas R.H. Tibbles,Lead Manager since February 27, 2021
Mr. Tibbles, Head of International Equity Team and Portfolio Manager/Analyst of Madison, led the Global Equity Team at Hansberger Global Investors in Toronto, Ontario. Mr. Tibbles joined HGI in 1999 and serves as Chief Investment Officer for HGI's International Growth strategy. In his role he is responsible for asset allocation and risk management decisions. Prior to joining HGI in 1999, Mr. Tibbles was the Head of the Global Equity Team at Indago Capital Management in Toronto, which was an affiliate of Canada Life. Mr. Tibbles began his career in the investment industry in 1986. He holds a Bachelor of Commerce degree with distinction from the University of Toronto, Trinity College. While attending the University of Toronto, he was awarded the Martin R. Lind
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryForeign Large Blend
Fund FamilyMadison Funds
Net Assets13.09M
YTD Return3.47%
Yield0.28%
Morningstar Rating★
Inception DateDec 28, 1997
Fund Operations
Last Dividend0.03
Last Cap Gain-25.00
Holdings Turnover22.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMINAXCategory Average
Annual Report Expense Ratio (net)1.61%0.92%
Prospectus Net Expense Ratio1.61%N/A
Prospectus Gross Expense Ratio1.61%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales LoadN/A1.46%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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