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Madison Target Retirement 2040 R6 (MFRRX) Fund Ranking and Research

Ranking, Research and Recommendation of Madison Target Retirement 2040 R6 (MFRRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Madison Target Retirement 2040 R6 Fund (MFRRX) ManagerFund Manager - David Hottmann

Fund Manager Information

Fund Manager Tenure: 12.8 years
Fund Family: Madison Funds
Fund Category: Target-Date 2040
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

 

 

Madison Target Retirement 2040 R6 (MFRRX) Fund Strength What we like about Madison Target Retirement 2040 R6 (MFRRX) Fund

Data for Madison Target Retirement 2040 R6 Fund (MFRRX) as of May 30, 2016

  • Madison Target Retirement 2040 R6 Fund (MFRRX) management has been with Madison Target Retirement 2040 R6 Fund for 12.8 years
  • Madison Target Retirement 2040 R6 Fund (MFRRX) has good short-term performance (1-year return -0.93% vs -3.60% Target-Date 2040 category median performance)
  • Madison Target Retirement 2040 R6 Fund (MFRRX) has good mid-term performance (3-year return 6.69% vs 5.77% Target-Date 2040 category median performance)
  • Madison Target Retirement 2040 R6 Fund (MFRRX) has good Long-term performance (5-year return 7.09% vs 6.00% Target-Date 2040 category median performance)
  • Madison Target Retirement 2040 R6 Fund (MFRRX) ratio of up-years vs down years is greater than 2
  • Madison Target Retirement 2040 R6 Fund (MFRRX) has a Morningstar rating of 4 and above
  • Asset base in Madison Target Retirement 2040 R6 Fund (MFRRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Madison Target Retirement 2040 R6 Fund (MFRRX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.82, lower than category average of 10.02
  • Madison Target Retirement 2040 R6 Fund (MFRRX) has a lower expense ratio than its Target-Date 2040 average: 0.30% vs 0.43%
  • Madison Target Retirement 2040 R6 Fund (MFRRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Madison Target Retirement 2040 R6 Fund (MFRRX) Weakness What we are cautious about Madison Target Retirement 2040 R6 (MFRRX) Fund

Data for Madison Target Retirement 2040 R6 Fund (MFRRX) as of May 30, 2016

  • Madison Target Retirement 2040 R6 Fund (MFRRX) has an annual stock turnover rate of 160.00% that is higher than the Target-Date 2040 average of 29.57%. This could mean Madison Target Retirement 2040 R6 is more nimble, but also signal potential high tax impact and high trading fees
See Madison Target Retirement 2040 R6 Fund (MFRRX) performance details as of May 30, 2016

 

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Compare Madison Target Retirement 2040 R6 Fund (MFRRX)Compare with other top Target-Date 2040 category mutual funds

Aadditional top Target-Date 2040 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Madison Target Retirement 2040 R63.52-0.936.697.09
American Funds 2040 Trgt Date Retire R6 (RFGTX)2.84-1.527.928.42Compare
Deutsche LifeCompass 2040 S (TGTSX)-3.82-1.858.037.94Compare
MFS Lifetime 2040 I (MLFIX)3.90-1.026.867.14Compare

See top fund managers for Target-Date 2040 Category Funds

 

Graph of Madison Target Retirement 2040 R6 Fund (MFRRX) Net Asset TrackingMadison Target Retirement 2040 R6 (MFRRX) Fund Net Asset

Track net asset change of Madison Target Retirement 2040 R6 fund (MFRRX)

DateNet Asset
05/2016$50.42M
03/2016$49.37M
02/2016$47.46M
More historic net asset information on Madison Target Retirement 2040 R6 Fund (MFRRX)

  

Graph of Madison Target Retirement 2040 R6 Fund (MFRRX) Portfolio TrackingMadison Target Retirement 2040 R6 (MFRRX) Fund Portfolio Allocation

Track portfolio allocation change of Madison Target Retirement 2040 R6 fund (MFRRX)

DateCashStockBondOther
04/20163.76%68.06%23.84%4.34%
03/20164.22%66.99%24.44%4.35%
01/20163.37%65.46%27.9%3.27%
Click here to see more historic asset allocation information on Madison Target Retirement 2040 R6 Fund (MFRRX)

 

graph of Madison Target Retirement 2040 R6 Fund (MFRRX) Top 10 Position TrackingTop 10 Holdings in Madison Target Retirement 2040 R6 (MFRRX) Fund

Discover what Madison Target Retirement 2040 R6 Fund (MFRRX) manager is buying

Apr 29, 2016
SPDR® S&P 500 ETF [28.27%]
iShares TIPS Bond [9.54%]
iShares 3-7 Year Treasury Bond [7.04%]
PowerShares Buyback Achievers ETF [5.05%]
iShares 20+ Year Treasury Bond [5.04%]
iShares Edge MSCI USA Quality Factor [4.54%]
Vanguard Information Technology ETF [4.04%]
SPDR® Gold Shares [4.03%]
iShares Core S&P Mid-Cap [3.54%]
Schwab US Dividend Equity ETF™ [3.03%]

Mar 30, 2016
SPDR® S&P 500 ETF [26.76%]
iShares 3-7 Year Treasury Bond [8.94%]
iShares TIPS Bond [8.94%]
PowerShares Buyback Achievers ETF [5.95%]
iShares 20+ Year Treasury Bond [4.48%]
iShares MSCI EAFE Minimum Volatility [4.46%]
iShares Core S&P Mid-Cap [3.97%]
Vanguard Information Technology ETF [3.97%]
SPDR® Gold Shares [3.96%]
Schwab US Dividend Equity ETF™ [2.97%]

Jan 30, 2016
SPDR® S&P 500 ETF [26.89%]
iShares 3-7 Year Treasury Bond [14.86%]
iShares TIPS Bond [6.93%]
PowerShares Buyback Achievers ETF [5.96%]
iShares MSCI EAFE Minimum Volatility [4.47%]
Vanguard Information Technology ETF [3.98%]
iShares Core S&P Mid-Cap [3.49%]
iShares 20+ Year Treasury Bond [3.47%]
Schwab US Dividend Equity ETF™ [2.98%]
SPDR® Gold Shares [2.97%]
Click here for Stock Holding Change Map in Madison Target Retirement 2040 R6 Fund (MFRRX)

  

Latest News on Madison Target Retirement 2040 R6 (MFRRX) Fund

See what is happening with Madison Target Retirement 2040 R6 Fund (MFRRX)

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Madison Target Retirement 2040 R6 Fund (MFRRX) Related ResourcesSee more information on Madison Target Retirement 2040 R6 (MFRRX) Fund

Popular pages on Madison Target Retirement 2040 R6 (MFRRX) Fund

  

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