Madison Large Cap Fund Class Y (MINVX) Research
This fund aims to achieve its financial objectives by primarily allocating capital to common shares of well-established, high-caliber businesses. Its stock selections are determined through a rigorous, individual company-focused fundamental analysis. Typically, under standard market conditions, the fund commits a minimum of 80% of its total assets—including any funds borrowed for investment purposes—to these types of securities. Furthermore, it possesses the latitude to invest up to 35% of its overall holdings in international equities, which can encompass American Depositary Receipts (ADRs) and securities from developing markets. When investing in common stocks, the portfolio generally remains relatively concentrated, usually holding positions in only 25 to 40 different companies at any given time.
Market snapshot
- Symbol
- MINVX
- Price
- $29.75
- Day change
- +1.29%
- Market cap
- $319.0M
- 52-week range
- 26.55-30.39
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century One Choice Portfolio: Very Conservative Investor Clas (AONIX)
- William Blair Emerging Markets Small Cap Growth Fund Class I (BESIX)
- Baron International Growth Fund Institutional Shares (BINIX)
- Allspring Utility and Telecommunications Fund Class A (EVUAX)
- Allspring Utility and Telecommunications Fund Administrator Class (EVUDX)
- Nuveen Mid Cap Value Fund Class C (FACSX)
- Harbor Mid Cap Value Fund Retirement Class (HNMVX)
- Madison Large Cap Fund Class A (MNVAX)
Open Madison Large Cap Fund Class Y (MINVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.