Madison Aggressive Allocation Fund Quote
MAGSX Fund | USD 11.68 0.09 0.76% |
PerformanceWeak
| Odds Of DistressLow
|
Madison Aggressive is trading at 11.68 as of the 21st of June 2025; that is 0.76% down since the beginning of the trading day. The fund's open price was 11.77. Madison Aggressive has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of March 2025 and ending today, the 21st of June 2025. Click here to learn more.
The fund invests primarily in shares of other registered investment companies . Under normal circumstances, the funds total net assets will be allocated among various asset classes and underlying funds, including those whose shares trade on a stock exchange, with target allocations over time of approximately 80 percent equity investments and 20 percent fixed income investments.. More on Madison Aggressive Allocation
Moving together with Madison Mutual Fund
Madison Mutual Fund Highlights
Fund Concentration | Madison Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Madison Funds (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 28th of February 2023 |
Fiscal Year End | October |
Madison Aggressive Allocation [MAGSX] is traded in USA and was established 21st of June 2025. Madison Aggressive is listed under Madison Funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Madison Funds family. This fund now has accumulated 54.42 M in assets with no minimum investment requirementsMadison Aggressive is currently producing year-to-date (YTD) return of 2.29% with the current yeild of 0.02%, while the total return for the last 3 years was 5.04%.
Check Madison Aggressive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Madison Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Madison Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Madison Aggressive Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Madison Aggressive Allocation Mutual Fund Constituents
MNVRX | Madison Investors Fund | Mutual Fund | Large Blend | |
VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond | |
BBJP | JPMorgan BetaBuilders Japan | Etf | Japan Stock | |
BHBFX | Madison Dividend Income | Mutual Fund | Large Value | |
PDBC | Invesco Optimum Yield | Etf | Commodities Broad Basket | |
SCHR | Schwab Intermediate Term Treasury | Etf | Intermediate Government | |
VWO | Vanguard FTSE Emerging | Etf | Diversified Emerging Mkts | |
VHT | Vanguard Health Care | Etf | Health |
Madison Aggressive Risk Profiles
Mean Deviation | 0.7953 | |||
Semi Deviation | 1.36 | |||
Standard Deviation | 1.36 | |||
Variance | 1.86 |
Madison Aggressive Against Markets
Other Information on Investing in Madison Mutual Fund
Madison Aggressive financial ratios help investors to determine whether Madison Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Madison with respect to the benefits of owning Madison Aggressive security.
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