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Madison Mid Cap Y (GTSGX) Fund Ranking and Research

Ranking, Research and Recommendation of Madison Mid Cap Y (GTSGX) Fund

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Graph of Madison Mid Cap Y Fund (GTSGX) ManagerFund Manager - Richard Eisinger

Fund Manager Information

Fund Manager Tenure: 22.0 years
Fund Family: Madison Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

Graph of Madison Mid Cap Y Fund (GTSGX) ProfileMadison Mid Cap Y Fund (GTSGX) Profile

Fund Profile and Description

Madison Mid Cap Y Fund seeks long-term growth. Madison Mid Cap Y Fund invests at least 80% of assets in the common stock of mid-sized companies with market capitalizations similar to companies in the Russell Midcap index or the Standard & Poor MidCap 400 index. It may also invest up to 25% of assets in foreign securities (including American Depository Receipts). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.

 

Madison Mid Cap Y (GTSGX) Fund Strength What we like about Madison Mid Cap Y (GTSGX) Fund

Data for Madison Mid Cap Y Fund (GTSGX) as of May 30, 2016

  • Madison Mid Cap Y Fund (GTSGX) management has been with Madison Mid Cap Y Fund for 22.0 years
  • Madison Mid Cap Y Fund (GTSGX) has good short-term performance (1-year return 2.92% vs -5.73% Mid-Cap Growth category median performance)
  • Madison Mid Cap Y Fund (GTSGX) has good mid-term performance (3-year return 9.71% vs 8.38% Mid-Cap Growth category median performance)
  • Madison Mid Cap Y Fund (GTSGX) has good Long-term performance (5-year return 10.23% vs 7.70% Mid-Cap Growth category median performance)
  • Madison Mid Cap Y Fund (GTSGX) ratio of up-years vs down years is greater than 2
  • Madison Mid Cap Y Fund (GTSGX) has a Morningstar rating of 4 and above
  • Asset base in Madison Mid Cap Y Fund (GTSGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Madison Mid Cap Y Fund (GTSGX) has an annual stock turnover rate of 28.00% vs Mid-Cap Growth average of 50.96%. It is good that Madison Mid Cap Y management does not trade extensively for its return.
  • Madison Mid Cap Y Fund (GTSGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.47, lower than category average of 13.49
  • Madison Mid Cap Y Fund (GTSGX) has a lower expense ratio than its Mid-Cap Growth average: 1.15% vs 1.28%
  • Madison Mid Cap Y Fund (GTSGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Madison Mid Cap Y Fund (GTSGX) Weakness What we are cautious about Madison Mid Cap Y (GTSGX) Fund

Data for Madison Mid Cap Y Fund (GTSGX) as of May 30, 2016

See Madison Mid Cap Y Fund (GTSGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Madison Mid Cap Y Fund (GTSGX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Madison Mid Cap Y4.742.929.7110.23
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Madison Mid Cap Y Fund (GTSGX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Madison Mid Cap Y Fund (GTSGX) Net Asset TrackingMadison Mid Cap Y (GTSGX) Fund Net Asset

Track net asset change of Madison Mid Cap Y fund (GTSGX)

DateNet Asset
05/2016$301.42M
03/2016$291.79M
02/2016$273.01M
More historic net asset information on Madison Mid Cap Y Fund (GTSGX)

  

Graph of Madison Mid Cap Y Fund (GTSGX) Portfolio TrackingMadison Mid Cap Y (GTSGX) Fund Portfolio Allocation

Track portfolio allocation change of Madison Mid Cap Y fund (GTSGX)

DateCashStockBondOther
04/20168.81%91.19%0%0%
03/20167.02%92.97%0%0.01%
01/20166.56%93.44%0%0%
Click here to see more historic asset allocation information on Madison Mid Cap Y Fund (GTSGX)

 

graph of Madison Mid Cap Y Fund (GTSGX) Top 10 Position TrackingTop 10 Holdings in Madison Mid Cap Y (GTSGX) Fund

Discover what Madison Mid Cap Y Fund (GTSGX) manager is buying

Apr 29, 2016
Ross Stores, Inc. [5.67%]
Brown & Brown, Inc. Common Stoc [5.26%]
Markel Corporation Common Stock [4.86%]
Sally Beauty Holdings, Inc. (Na [4.84%]
Copart, Inc. [4.44%]
Brookfield Asset Management Inc Class A [4.1%]
Expeditors International of Was [3.71%]
Liberty Broadband Corporation [3.58%]
CarMax Inc [3.42%]
Omnicom Group Inc. Common Stock [3.4%]

Mar 30, 2016
Ross Stores, Inc. [5.78%]
Brown & Brown, Inc. Common Stoc [5.36%]
Sally Beauty Holdings, Inc. (Na [4.99%]
Markel Corporation Common Stock [4.82%]
Copart, Inc. [4.22%]
Brookfield Asset Management Inc Class A [4.21%]
Expeditors International of Was [3.65%]
Liberty Broadband Corporation [3.44%]
CarMax Inc [3.3%]
Liberty Global PLC C [3.28%]

Jan 30, 2016
Ross Stores, Inc. [5.91%]
Brown & Brown, Inc. Common Stoc [4.86%]
Markel Corporation Common Stock [4.86%]
Sally Beauty Holdings, Inc. (Na [4.81%]
Brookfield Asset Management Inc Class A [4.13%]
Copart, Inc. [3.91%]
Expeditors International of Was [3.85%]
Liberty Interactive Corporation [3.83%]
Laboratory Corporation of Ameri [3.33%]
Omnicom Group Inc. Common Stock [3.24%]
Click here for Stock Holding Change Map in Madison Mid Cap Y Fund (GTSGX)

  

Latest News on Madison Mid Cap Y (GTSGX) Fund

See what is happening with Madison Mid Cap Y Fund (GTSGX)

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Madison Mid Cap Y Fund (GTSGX) Related ResourcesSee more information on Madison Mid Cap Y (GTSGX) Fund

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