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MFSIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$11.58
Change
-$0.06 (-0.52%)
Net Assets
8.62M

MFSIX Madison Sustainable Equity I Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST), Nextera Energy Inc (NYSE:NEE).

Industry description

The investment seeks long-term capital appreciation. The fund will invest primarily in common stocks of high-quality, large cap companies that the fund's investment adviser, Madison Asset Management, LLC ("Madison") believes incorporate sustainability into their overall strategy. Under normal conditions, at least 80% of the fund's net assets (including borrowings for investment purposes) will be invested in stocks that meet Madison's fundamental and sustainability criteria. To the extent invested in common stocks, the fund generally invests in only 35-50 companies at any given time.

Market Cap

The average market capitalization across the Madison Sustainable Equity I MF is 1.08T. The market cap for tickers in the group ranges from 131.17B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NEE at 131.17B.

Volume

The average weekly volume growth across all stocks in the Madison Sustainable Equity I MF was 16%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -12%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 78
P/E Growth Rating: 44
Price Growth Rating: 37
SMR Rating: 29
Profit Risk Rating: 14
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Madison420 W 7th Street STE 219083Kansas City
Phone
(800) 767-0300
Web
www.madisonfunds.com
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MFSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MFSIX has been closely correlated with FWWMX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if MFSIX jumps, then FWWMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MFSIX
1D Price
Change %
MFSIX100%
N/A
FWWMX - MFSIX
81%
Closely correlated
-0.77%
RWMFX - MFSIX
81%
Closely correlated
-0.78%
FWMMX - MFSIX
81%
Closely correlated
-0.77%
RWEBX - MFSIX
81%
Closely correlated
-0.78%
RWMEX - MFSIX
81%
Closely correlated
-0.78%
More