Madison Mid Cap Fund Class Y (GTSGX)

10.35
Net Asset Value
+0.29%
1 Day
+4.86%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.98%
Expense Ratio
Low
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 $50 billion). Under normal market conditions- it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such mid cap securities.

Performance

1 month+2.58% 3 years+9.60%
3 months+3.82% 5 years+11.40%
1 year+14.19% Since inception+10.21%
Data through --

Peer Comparisonvs. Mid-cap growth

 GTSGXCategory
Performance 5-yr return+11.40%+11.94%
Expense ratio0.98%1.20%
Risk 5 year sharpe ratio1.030.99
Net assets$354.2M$1.6B
Average market cap$14.7B$12.1B
Average P/E21.025.4
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyMadison Funds
Fund manager & tenureRichard Eisinger / 20 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock87.48%
Cash6.49%
International stock6.03%
Fixed income0.00%
Other0.00%
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 Corp4.97%
CDW CDW Corp4.71%
ACGL Arch Capital Group Ltd4.40%
EXPD Expeditors International of Washington Inc4.33%
LBRDK Liberty Broadband Corp4.20%
BRO Brown & Brown Inc4.10%
KMX Carmax Inc4.06%
CPRT Copart Inc3.94%
LH Laboratory Corporation of America Holdings3.79%
INFO IHS Markit Ltd3.76%