- 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.
Key Highlights
| (as of Thursday October 19, 2017) | |||
| 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
Jay Sekelsky, CFA
Jay Sekelsky, CFAChief Investment Officer
Jay has served as portfolio manager on the U.S. Equity Team since 1991 with a primary focus on Large Cap. In addition to his portfolio management duties, Jay has been a member of the Executive Committee since its inception. Prior to joining Madison, Jay worked at Wellington where he was an investment officer. He holds BBA and MBA degrees from the University of Wisconsin and graduated from the Applied Security Analysis Program.
Jay has served as portfolio manager on the U.S. Equity Team since 1991 with a primary focus on Large Cap. In addition to his portfolio management duties, Jay has been a member of the Executive Committee since its inception. Prior to joining Madison, Jay worked at Wellington where he was an investment officer. He holds BBA and MBA degrees from the University of Wisconsin and graduated from the Applied Security Analysis Program.
Ray Di Bernardo, CFA
Ray Di Bernardo, CFAPortfolio Manager
Ray is the lead portfolio manager for Madison's Covered Call portfolios and has more than 25 years of equity management experience. Prior to joining Madison in 2003 he was an equity analyst at Concord Trust in Chicago, and before that, an equity analyst and co-manager of international and emerging market portfolios at a Toronto-based international equity firm. Ray holds a BA from the University of Western Ontario.
Ray is the lead portfolio manager for Madison's Covered Call portfolios and has more than 25 years of equity management experience. Prior to joining Madison in 2003 he was an equity analyst at Concord Trust in Chicago, and before that, an equity analyst and co-manager of international and emerging market portfolios at a Toronto-based international equity firm. Ray holds a BA from the University of Western Ontario.
Walter Dewey, CFA
Walter Dewey, CFAPortfolio Manager
Walter has nearly 30 years of investment experience and is a portfolio manager on Madison’s Covered Call and Growth investment team. He also develops customized portfolios for Madison’s high net worth clients. Walter spent the majority of his career at U.S. Bancorp where he had responsibilities in research, portfolio management, and client relationships. He managed the Firstar Growth Fund and also spent considerable time speaking on investment strategy for the organization at a national level. Walter earned his BBA in Finance from the University of Wisconsin.
Walter has nearly 30 years of investment experience and is a portfolio manager on Madison’s Covered Call and Growth investment team. He also develops customized portfolios for Madison’s high net worth clients. Walter spent the majority of his career at U.S. Bancorp where he had responsibilities in research, portfolio management, and client relationships. He managed the Firstar Growth Fund and also spent considerable time speaking on investment strategy for the organization at a national level. Walter earned his BBA in Finance from the University of Wisconsin.
Portfolio Highlights
| Top Ten Fund Holdings | |
| (as of December 31, 1969) | |
| % of Fund in Top Ten Securities | 0.0% |
| Net Assets (as of 12/31/15) | $170.0 Million |
| Turnover (as of 10/31/15) | 40% |