Madison Large Cap Fund Class A (MNVAX) Research

The Madison Large Cap Fund Class A aims to fulfill its financial objectives by primarily acquiring shares in top-tier, well-established companies. These investment choices are determined through a meticulous bottom-up fundamental analysis approach. Under typical market conditions, the fund pledges to allocate at least 80% of its total net assets (including any funds borrowed for investment) to such securities. Furthermore, the fund possesses the flexibility to commit up to 35% of its capital to international equities, which can include American Depositary Receipts and investments in developing economies. When concentrating on common stocks, the portfolio generally maintains a focused strategy, holding investments in only 25 to 40 different companies at any given point.

Market snapshot

Symbol
MNVAX
Price
$29.66
Day change
+1.26%
Market cap
$319.0M
52-week range
26.49-30.27
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 Y (MINVX)

Open Madison Large Cap Fund Class A (MNVAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.