Madison Mid Cap Fund Class Y (GTSGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests generally in common stocks, securities convertible into common stocks and related equity securities of "midsize" companies (for this purpose, "midsize" is defined as those companies with market capitalizations of between $500 million and $25 billion). Under normal market conditions, the fund will maintain at least 80% of its net assets (including borrowings for investment purposes) in such mid cap securities.


1 month-1.93% 3 years+16.09%
3 months-0.51% 5 years+14.56%
1 year+8.45% Since inception+10.18%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+14.56%+14.82%
Expense ratio1.15%1.34%
Risk 5 year sharpe ratio1.080.94
Net assets$281.1M$1.3B
Average market cap$8.6B$8.6B
Average P/E18.823.7
Portfolio turnover21%21%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyMadison Funds
Fund manager & tenureRichard Eisinger / 16 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00


U.S. stock83.67%
International stock7.97%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 19.82%
Business service 15.71%
Consumer service 15.23%
Healthcare 15.20%
Industrial materials 14.29%
Top 10 Holdings
Portfolio weighting
MKL Markel Corporation5.53%
ROST Ross Stores Inc5.23%
BRO Brown & Brown Inc4.21%
-- Brookfield Asset Management Inc Class A4.19%
LBTYK Liberty Global PLC Class C3.78%
CPRT Copart Inc3.78%
AAP Advance Auto Parts Inc3.43%
SBH Sally Beauty Holdings Inc3.39%
CCK Crown Holdings Inc3.31%
XRAY DENTSPLY International Inc3.04%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.