- 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 Friday July 10, 2020) | |||
| 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
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.
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% |
