Madison Covered Call & Equity Income Fund Class A (MENAX)

Overview

The investment strategy primarily targets the acquisition of common stocks in large- and mid-cap companies which are considered by the fund’s investment adviser to offer reasonable pricing in relation to their potential for long-term earnings growth. This approach is centered on identifying and investing in issuers that present a favorable balance between their market price and expected earnings growth, ensuring that investments are made with a long-term perspective and a focus on capital preservation and growth.

Products and Services

The fund offers an array of investment opportunities, focusing on diversified portfolios that primarily include:

• Common Stocks: The fund allocates a significant portion of its assets, at least 80%, to common stocks, aiming to capitalize on the growth potential of these securities. This commitment to common stocks is reflective of the fund’s strategy to engage in long-term investing, leveraging the potential for capital appreciation.
• Large-Capitalization Stocks: At least 65% of the fund's assets in common stocks are dedicated to large-capitalization companies. These are major, established companies with significant market presence and stability. Investing in large-cap issuers is a testament to the fund’s risk management strategy, where stability and reliability are prioritized alongside growth potential.