MAGSX Mutual Fund

MAGSX Mutual Fund (Madison Aggressive Allocation Fund Class A) is managed by Madison Funds with $56.1M in net assets. MAGSX expense ratio is 1.00%, holding 16 positions across sectors including Financials, Health Care, Energy. Inception date: 2006-06-30.

MAGSX performance shows a YTD return of 11.49%. The 1-year return is 17.23% and the 5-year return is 6.30%. MAGSX dividend yield stands at 1.52%.

MAGSX top holdings include Madison Core Bond R6 (14.1%), Victoryshares Free Cash Flow Growth Etf (9.8%), Vanguard Ftse All-world Ex-US ETF (9.7%), Madison Large Cap R6 (8.7%), Ishares Core Us Growth Etf (8.2%). Go to all MAGSX holdings, MAGSX sectors, or MAGSX dividends.

MAGSX can be compared against other funds. Use MAGSX overlap to find shared positions, or MAGSX vs another fund for a side-by-side view. MAGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.