Morningstar

Madison Investors Y MINVX

Morningstar Medalist Rating
Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 30.96  /  +0.26 %
  • Total Assets 432.5 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.20%
  • Turnover 22%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MINVX

Will MINVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MINVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MINVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MINVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Madison Investors Y's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MINVX

More MINVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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