Madison Investors Fund (MINVX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Madison Investors Fund
Kansas City, MO 64105-1407
420 W 7th Street STE 219083
Madison
(800) 767-0300
Management Information
,Lead Manager since February 27, 2022
Joe serves as a large cap portfolio manager and analyst on Madison’s U.S. Equity Team. He started in the financial services industry in 2012 and joined Madison in 2019. Prior to joining Madison, he was an Investment Analyst at Zuckerman Investment Group. Joe earned his B.A. in chemistry and minor in economics from Indiana University.
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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
CategoryLarge Blend
Fund FamilyMadison Funds
Net Assets405.47M
YTD Return5.63%
Yield0.22%
Morningstar Rating★★★★
Inception DateAug 30, 2020
Fund Operations
Last Dividend0.07
Last Cap Gain34.00
Holdings Turnover22.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMINVXCategory Average
Annual Report Expense Ratio (net)0.81%0.84%
Prospectus Net Expense Ratio0.81%N/A
Prospectus Gross Expense Ratio0.81%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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