• Large Cap Growth Fund

Fund Objective

The Large Cap Growth Fund seeks long-term capital appreciation.

Investment Strategies

The Large Cap Growth Fund invests primarily in common stocks and will maintain at least 80% of its assets in large cap stocks. The fund seeks stocks that have low market prices relative to their perceived growth capabilities as estimated based on fundamental analysis of the issuing companies and their prospects. This is sometimes referred to as a "growth" approach. The fund will diversify its holdings among various industries and among companies within those industries.

Quarterly Materials

Key Highlights

(as of Tuesday February 07, 2023)
  Class A Class B Class Y
Daily Price 17.49 15.03 17.65
Ticker Symbol
Inception Date 12/29/1997 12/29/1997 6/30/06
Expense Ratio 0.00 0.00 0.00

Links to other Madison Funds information:
Daily Price Summary
Performance Summary (PDF)
Prospectus and Financial Reports
Account Applications and Forms
Tax Information

Portfolio Management

Ray Di Bernardo, CFA

Portfolio Highlights

Top Ten Fund Holdings
(as of December 31, 1969)
% of Fund in Top Ten Securities0.0%
Net Assets (as of 12/31/15) $170.0 Million
Turnover (as of 10/31/15) 40%


Complete Holdings List