Madison Mid Cap Fund Class Y (GTSGX)

9.98
Net Asset Value
+0.50%
1 Day
+1.11%
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 $40 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-1.29% 3 years+9.20%
3 months+6.78% 5 years+11.71%
1 year+11.86% Since inception+10.38%
Data through --

Peer Comparisonvs. Mid-cap growth

 GTSGXCategory
Performance 5-yr return+11.71%+13.73%
Expense ratio0.98%1.21%
Risk 5 year sharpe ratio1.241.15
Net assets$362.9M$1.6B
Average market cap$15.5B$12.9B
Average P/E28.128.7
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. stock84.02%
Cash8.41%
International stock7.58%
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 Corp5.08%
CPRT Copart Inc4.91%
CDW CDW Corp4.29%
ACGL Arch Capital Group Ltd4.29%
LBRDK Liberty Broadband Corp4.17%
KMX Carmax Inc4.11%
LBTYK Liberty Global PLC3.80%
BRO Brown & Brown Inc3.78%
-- 3.77%
EXPD Expeditors International of Washington Inc3.69%