MINVX
Price:
$30.11
Market Cap:
$372.34M
The fund seeks to achieve its investment objective by investing in the common stock of established, high-quality companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such securities. The fund may also invest up to 35% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.
Industry
Asset Management
IPO Date
1980-01-02
Stock Exchange
NASDAQ
Ticker
MINVX
According to Madison Large Cap Fund Class Y’s latest financial reports and current stock price. The company's current ROE is -215.93%. This represents a change of 5.29% compared to the average of -4.01% of the last 4 quarters.
The mean historical ROE of Madison Large Cap Fund Class Y over the last ten years is 2.22%. The current -215.93% ROE has changed -109.72% with respect to the historical average. Over the past ten years (40 quarters), MINVX's ROE was at its highest in in the June 2022 quarter at 4.84%. The ROE was at its lowest in in the December 2023 quarter at -122.74%.
Average
2.22%
Median
-22.04%
Minimum
-110.26%
Maximum
9.04%
Discovering the peaks and valleys of Madison Large Cap Fund Class Y ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 0%
Maximum Annual ROE = 9.04%
Minimum Annual Increase = -Infinity%
Minimum Annual ROE = -110.26%
| Year | ROE | Change |
|---|---|---|
| 2023 | -110.26% | -101.22% |
| 2022 | 9.04% | -20605.64% |
| 2021 | -44.08% | -Infinity% |
The current ROE of Madison Large Cap Fund Class Y (MINVX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
2.96%
5-year avg
2.22%
10-year avg
2.22%
Madison Large Cap Fund Class Y’s ROE is less than Madison Large Cap Fund Class A (0%), less than William Blair Emerging Markets Small Cap Growth Fund R6 Class (0%), less than William Blair Emerging Markets Small Cap Growth Fund Class I (0%), less than William Blair Emerging Markets Small Cap Growth Fund Class N (0%), greater than American Century One Choice Portfolio: Very Conservative Investor Clas (-14.40%), less than Baron International Growth Fund Institutional Shares (0%), less than Allspring Utility and Telecommunications Fund Class A (0%), less than Allspring Utility and Telecommunications Fund Administrator Class (0%), less than Nuveen Mid Cap Value Fund Class C (0%), less than Harbor Mid Cap Value Fund Retirement Class (0%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $372.34M | |
| 0% | $380.10M | |
| 0% | $380.42M | |
| 0% | $380.42M | |
| -14.40% | $371.02M | |
| 0% | $365.68M | |
| 0% | $359.64M | |
| 0% | $359.64M | |
| 0% | $376.83M | |
| 0% | $371.50M |
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What is the 3-year average ROE for Madison Large Cap Fund Class Y (MINVX)?
What is the 5-year average ROE for Madison Large Cap Fund Class Y (MINVX)?
How does the current ROE for Madison Large Cap Fund Class Y (MINVX) compare to its historical average?