About MAGSX
Madison Aggressive Allocation Fund Class A is a mutual fund designed to provide exposure to a diversified mix of asset classes with a focus on long-term capital appreciation. This fund primarily invests in shares of other registered investment companies, creating a flexible portfolio that typically maintains an aggressive equity allocation—about 70% to 85% of its assets are dedicated to stocks, with the remainder distributed among bonds and alternative investments. Managed by Madison Asset Management, LLC, the fund leverages asset allocation models to dynamically adjust holdings across domestic and international equities, sector ETFs, and fixed income instruments, pursuing opportunities in both developed and emerging markets.
With a history dating back to 2006 and total assets exceeding $54 million, the fund follows a moderately aggressive strategy suitable for investors seeking robust growth. Its notable features include a diversified approach spread across large-cap, small-cap, value, growth, and international equities, as well as core bond exposure. The fund distributes dividends annually and has a competitive expense ratio compared to its category peers. Madison Aggressive Allocation Fund Class A plays a pivotal role in the market by offering active, risk-managed access to multiple sectors through a single investment vehicle.
Fund Family Madison Funds
Category Allocation--70% to 85% Equity
Performance Rating Below Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol MAGSX
Share Class Aggressive Allocation Fund Class A
Index S&P 500 TR
MAGSX had a total return of 16.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.60%.
