MIVIX

About MIVIX

Madison Large Cap Fund Class I is an actively managed mutual fund focused on long-term capital appreciation through investments in U.S.-listed large-cap companies. The fund primarily selects stocks of established, high-quality businesses with market capitalizations generally exceeding $10 billion. Portfolio managers employ a bottom-up, fundamental analysis to identify companies that demonstrate durable growth characteristics, stable revenue and earnings, and prudent financial management. The fund typically maintains a concentrated portfolio of 25 to 40 holdings, emphasizing risk management and downside protection. Madison Large Cap Fund Class I is known for its disciplined investment process, targeting undervalued opportunities within the large-cap space while aiming to deliver competitive long-term returns with less volatility than the broader market. This all-weather portfolio spans across sectors and is designed to provide resilience through varying market conditions. The fund’s approach makes it a core holding option for investors seeking exposure to leading U.S. companies with an emphasis on quality, consistency, and sound risk controls.