Description

The Madison Large Cap Fund Class A aims to fulfill its financial objectives by primarily acquiring shares in top-tier, well-established companies. These investment choices are determined through a meticulous bottom-up fundamental analysis approach. Under typical market conditions, the fund pledges to allocate at least 80% of its total net assets (including any funds borrowed for investment) to such securities. Furthermore, the fund possesses the flexibility to commit up to 35% of its capital to international equities, which can include American Depositary Receipts and investments in developing economies. When concentrating on common stocks, the portfolio generally maintains a focused strategy, holding investments in only 25 to 40 different companies at any given point.