MCNAX – Madison Conservative Allocation A Investment Strategy | Morningstar

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Strategy

The investment seeks income, capital appreciation and relative stability of value. The fund invests primarily in shares of other registered investment companies. Under normal circumstances, its total net assets will be allocated among various asset classes and underlying funds, including those whose shares trade on a stock exchange (exchange traded funds or "ETFs"), with target allocations over time of approximately 35% equity investments and 65% fixed income investments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MCNAX	Madison Conservative Allocation Fund Class A	Front Load	—			Jun 30, 2006	$31.22M	0.980%	Average	$1,000	−$8.75M

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