Madison Mid Cap Fund Class Y (GTSGX)

9.83
Net Asset Value
+0.61%
1 Day
-0.41%
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+2.18% 3 years+7.56%
3 months-4.56% 5 years+10.60%
1 year+9.82% Since inception+10.20%
Data through --

Peer Comparisonvs. Mid-cap growth

 GTSGXCategory
Performance 5-yr return+10.60%+11.94%
Expense ratio0.98%1.21%
Risk 5 year sharpe ratio1.051.00
Net assets$348.3M$1.6B
Average market cap$14.2B$11.9B
Average P/E21.724.9
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. stock88.53%
International stock6.28%
Cash5.19%
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
CPRT Copart Inc5.89%
MKL Markel Corp5.38%
ACGL Arch Capital Group Ltd4.87%
LBRDK Liberty Broadband Corp4.64%
CDW CDW Corp4.20%
BRO Brown & Brown Inc3.81%
EXPD Expeditors International of Washington Inc3.74%
INFO IHS Markit Ltd3.73%
KMX Carmax Inc3.70%
-- 3.65%