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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1056 | 1108 | 1027 | 1233 | 1573 |
Fund Return | 1.92% | 5.64% | 10.83% | 0.9% | 4.27% | 4.64% |
Place in category | 577 | 658 | 614 | 645 | 614 | 405 |
% in Category | 73 | 83 | 81 | 95 | 94 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Madison Mid Cap Y | 404.67M | 9.63 | 12.79 | 12.00 | ||
Madison Mid Cap Fund Class R6 | 156.22M | 6.51 | 14.05 | 11.94 | ||
Madison Investors Y | 127.02M | 5.89 | 13.00 | 12.44 | ||
Madison Diversified Income A | 118.44M | 0.05 | 3.18 | 6.07 | ||
Madison Investors Fund Class A | 108.13M | 5.82 | 12.72 | 12.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 101.66B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.53 | 6.00 | 8.29 | ||
American Funds American Balanced R6 | 50.32B | 6.24 | 6.21 | 8.37 | ||
Vanguard Balanced Index Adm | 44.21B | 5.74 | 4.85 | 8.11 | ||
Fidelity Balanced K | 42.26B | 7.17 | 6.55 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Madison Core Bond R6 | - | 19.91 | - | - | |
Madison Investors R6 | - | 15.35 | - | - | |
iShares Treasury Floating Rate Bond | US46434V8607 | 8.83 | 50.51 | -0.01% | |
Vanguard Information Technology | US92204A7028 | 7.24 | 509.41 | +2.69% | |
Invesco S&P 500 High Quality | US46137V2410 | 6.10 | 58.95 | +1.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Neutral | Neutral |
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