Madison Large Cap Fund Class Y

Madison Large Cap Fund Class Y - ROEverified

MINVX

Price:

$29.75

Market Cap:

$318.96M

This fund aims to achieve its financial objectives by primarily allocating capital to common shares of well-established, high-caliber businesses. Its stock selections are determined through a rigorous, individual company-focused fundamental analysis. Typically, under standard market conditions, the fund commits a minimum of 80% of its total assets—including any funds borrowed for investment purposes—to these types of securities. Furthermore, it possesses the latitude to invest up to 35% of its overall holdings in international equities, which can encompass American Depositary Receipts (ADRs) and securities from developing markets. When investing in common stocks, the portfolio generally rema...[Read more]

Industry

Asset Management

IPO Date

1980-01-02

Stock Exchange

NASDAQ

Ticker

MINVX

The ROE as of June 2026 (TTM) for Madison Large Cap Fund Class Y (MINVX) is -215.93%

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.

Madison Large Cap Fund Class Y (MINVX) Historical ROE (quarterly & annually)

How has MINVX ROE performed in the past?

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%.

Quarterly (TTM)
Annual

Average

2.22%

Median

-22.04%

Minimum

-110.26%

Maximum

9.04%

Madison Large Cap Fund Class Y (MINVX) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
2023-110.26%-101.22%
20229.04%-20605.64%
2021-44.08%-Infinity%

Madison Large Cap Fund Class Y (MINVX) Average ROE

How has MINVX ROE performed in the past?

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 (MINVX) ROE vs. Peers

How is MINVX’s ROE compared to its peers?

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%),

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Frequently asked questions❓

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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?