Madison Large Cap Fund Class Y
MINVX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Kansas City, MO 64105-1407 Kansas City MO United States of America 64105-1407
- IPO Date
- Jan 2, 1980
- CIK
- 0001040612
- Website
- madisonfunds.com
- Similar Companies
- Business
- Madison Large Cap Fund Class Y (MINVX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in common stocks of established, high-quality large-cap companies; it allocates at least 80% of its net assets to such securities, including up to 35% in foreign stocks and American Depositary Receipts, while maintaining a concentrated portfolio of 25-40 holdings selected through bottom-up fundamental analysis evaluating business models, management teams, and valuations. The fund emphasizes companies with stable revenue and earnings growth, high profitability metrics, and low debt levels; its portfolio is benchmarked against the S&P 500 Total Return Index, with Class Y shares featuring a net expense ratio of 0.91% and a minimum initial investment of $1,000. Managed by Madison Asset Management, LLC, an employee-owned firm founded in 1974 and headquartered at 550 Science Drive, Madison, Wisconsin, the fund operates across U.S. and select international markets, serving retail and institutional investors nationwide and in Canada. As of late 2025, total net assets stand at approximately $372 million for the fund family, with Class Y assets around $118 million; key holdings include Alphabet Inc., Arch Capital Group Ltd., Amazon.com Inc., and Ferguson Enterprises Inc. Effective February 28, 2025, the fund underwent a name change from Madison Investors Fund to Madison Large Cap Fund, with no alterations to its investment objective, strategy, or management team comprising Rich Eisinger (since 2019), Haruki Toyama, and Joe Maginot (both since 2022). This rebranding reflects ongoing evolution within Madison Investments' suite of actively managed equity strategies, which prioritize risk-aware, high-conviction portfolios amid market cycles, with no reported recent acquisitions, partnerships, or funding rounds specific to the fund.