The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST), Nextera Energy Inc (NYSE:NEE).
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.
The average market capitalization across the Madison Sustainable Equity Y MF is 748.86B. The market cap for tickers in the group ranges from 132.23B to 2.66T. AAPL holds the highest valuation in this group at 2.66T. The lowest valued company is NEE at 132.23B.
The average weekly volume growth across all stocks in the Madison Sustainable Equity Y MF was 28%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was -7%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 54
Price Growth Rating: 47
SMR Rating: 32
Profit Risk Rating: 24
Seasonality Score: -22 (-100 ... +100)