MAGSX Mutual Fund
MAGSX Mutual Fund
Madison Aggressive Allocation Fund Class A
MAGSX Mutual Fund Overview
MAGSX Mutual Fund (Madison Aggressive Allocation Fund Class A) is managed by Madison Funds with $55.9M in net assets. MAGSX expense ratio is 1.00%, holding 16 positions across sectors including Unknown, Financials. Inception date: 2006-06-30.
MAGSX performance shows a YTD return of 10.91%. The 1-year return is 21.29% and the 5-year return is 5.87%. MAGSX dividend yield stands at 5.53%, paid annually.
MAGSX top holdings include Madison Core Bond Fund (14.4%), Invesco S&p 500 Quality ETF (13.8%), Distillate US Fundamental Stability & Value ETF (11.5%), Madison Large Cap Fund (9.5%), Vanguard Ftse Europe ETF (9.3%). View all MAGSX holdings, sector breakdown, or dividend history.
MAGSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MAGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.