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Madison Aggressive Allocation Fund Class A: (MF: MAGSX)

(NASDAQ Mutual Funds) As of Mar 31, 2026 05:48 PM ET

$11.92 USD

+0.28 (2.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.40 12
3 months 6.48 8
6 months 9.78 16
1 Year 15.63 30
3 Year 12.60 26
5 Year 5.89 46
10 Year 8.03 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.80
Bull Market (2/09 - 3/21) 380.87

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.39
5 Year 3.80
10 Year 6.48
Since Inception 5.14

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.44 6.01 4.00 2.48
2024 5.79 0.52 5.10 -2.56
2023 4.15 2.33 -1.99 7.52
2022 -3.72 -12.41 -6.23 7.00
2021 2.11 4.46 -2.69 5.44

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.4012.508.9112.32-15.399.449.6419.21-6.5818.087.87
% Total Return Rel to Index 1.62-5.71-16.10-13.922.81-19.23-8.75-12.27-2.19-3.71-4.06
% Total Return Rel to Peer 0.971.09-0.031.19-4.01-0.661.994.90-1.197.222.38
% Perf Quintile vs Peer* 1.002.000.002.005.003.003.002.004.001.002.00
% Dividends 0.000.200.220.200.120.340.090.150.140.140.12
% Yield 0.001.531.861.691.182.550.671.201.181.091.05
Capital Gains ($) 0.000.540.260.000.000.830.940.480.980.580.29
Expense Ratio 0.000.710.700.700.710.710.700.700.700.700.71

* 1 = Top 20%, 5 = Bottom 20%