MADEX Rating, Research - Madison Mosaic Disciplined Equity

Madison Mosaic Disciplined Equity (madex)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 141

Threats + Weaknesses = 108

When strengths & opportunities substantially exceed threats & weaknesses an investment in the madex mutual fund has great long term potential.

Fund Management Team

Madison Mosaic Funds

Fund Description Update

Madison Mosaic Disciplined Equity (MADEX) Description: MADEX is a mutual fund, which is an investment that owns a basket of assets. The MADEX mutual fund was provided by Madison Mosaic and this investment vehicle derives the majority of its value from equity holdings (stocks). Madison Mosaics mutual fund has a long management tenure and is in the small fund size classification. MADEXs minimum initial investment amount is $1000 while the IRA minimum is $500. MADEXs expense ratio is roughly 1%. The latest MADEXs front end load was 0% and the back end load was 0%. The Madison Mosaic Disciplined Equity (MADEX) mutual fund falls under the large-cap mixed category. MADEX focuses its investments in USA and MADEX is not affiliated with a particular industry or fund sector. The Madison Mosaic Disciplined Equity (MADEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MADEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MADEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests in growth-oriented common stocks (see stock research) of large companies by utilizing a highly disciplined, quantitative formula known as the Hennessy Large Growth Formula. It invests in large capitalization companies, and excludes American Depositary Receipts, or ADRs. The fund purchases 50 stocks (see stock research) as dictated by the Large Growth Formula, weighted equally by dollar amount, with 2% of the portfolio??s assets invested in each.


Management Analysis Update


Performance Analysis Update