Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance
Find Stocks Now
10.66
+0.07
+0.66%
- Morningstar Rating:
- Total Assets: 89.83M
Madison Moderate Allocation A
10.66
+0.07
+0.66%
- Overview
- Profile
- Historical Data
- Holdings
Madison Moderate Allocation Fund Class A Overview
On this page you'll find an in-depth profile of Madison Moderate Allocation Fund Class A. Learn about the key management, total assets, investment strategy and contact information of MMDAX among other information.
Investment Strategy
The investment seeks capital appreciation, income and moderated market risk. The fund invests primarily in shares of other registered investment companies (the "underlying funds"). Under normal circumstances, the fund's total net assets will be allocated among various asset classes and underlying funds, including those whose shares trade on a stock exchange, with target allocations over time of approximately 60% equity investments and 40% fixed income investments.
Contact Information
Address
420 W 7th Street STE 219083
Kansas City,MO 53711
United States
Kansas City,MO 53711
United States
Phone
(800) 767-0300
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Stuart Dybdahl | Portfolio Manager | 2023 | Now |
| Biography | Stuart, CFA, CAIA, serves as Portfolio Manager and Investment Analyst for the Multi-Asset Solutions team at Madison Investments. He earned a B.A. in accounting and business management from Luther College. Stuart is a Chartered Financial Analyst (CFA) charterholder, a Chartered Alternative Investment Analyst (CAIA) charterholder, and is FINRA registered. | ||
| Patrick F. Ryan | Head | 2008 | Now |
| Biography | Patrick Ryan, CFA, Head of Multi-Asset Solutions and Portfolio Manager of Madison. Prior to joining Madison in July 2009, Mr. Ryan was a Senior Analyst at MEMBERS Capital Advisors, Inc. (“MCA”), the former investment adviser to the Funds. While at MCA, Mr. Ryan had been responsible for conducting manager research and due diligence for MCA’s managed accounts products since 2004. Patrick has been working in the financial services industry since 2000 and joined Madison in 2009. He earned his BBA in finance from the University of Wisconsin-Madison. | ||
| David Hottmann | Vice President | 2009 | 2024 |
| Biography | David Hottmann, CFA®, serves as a portfolio manager on the Madison Mosaic Portfolios and the Madison Asset Allocation Funds. David has been working in the financial services industry for over 30 years; he joined Madison in 2009. He earned his BBA in accounting & finance from the University of Wisconsin-Madison. | ||
| Scott D. Opsal | Managing Director | 2009 | 2009 |
| Biography | Scott is Director of Research & Equities and a Portfolio Manager. His responsibilities include conducting in-depth research projects and exploring new fundamental and quantitative studies that support the firm’s portfolios and strategy recommendations. Scott brings over thirty years of professional investment experience to the Leuthold team, previously serving as Chief Investment Officer of Invista Capital Management and Head of Equities at Members Capital Advisors. Scott was also the Director of the Applied Investments Program and taught Security Analysis and investment classes at the University of Wisconsin–Whitewater. In his leadership roles, Scott was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, institutional grade research and portfolio management processes. Previous portfolio management assignments included international equity, domestic equity, taxable investing and convertible securities. His top quartile and five-star performance records led to twice being named to Barron’s Top 100 Mutual Fund Managers. Scott received his undergraduate degree from Drake University in 1982 and an MBA from the University of Minnesota in 1983. He earned the Chartered Financial Analyst designation in 1986 and recently served on the CFA Society Madison Board of Directors. | ||
| David M. Schlimgen | Senior Portfolio Manager | 2008 | 2009 |
| Biography | Schlimgen is a senior portfolio manger with MEMBERS Capital Advisors, Inc., his employer since 2001. Prior to joining MCA, he was president of his own independent fee-based registered investment advisory firm. Schlimgen is a member of the Investment Management consultants Association (IMCA), and holds both the Certified Investment Management Analyst (CIMA) and Certified Investment Management Consultant (CIMC) designations. | ||
| Scott D. Opsal | Managing Director | 2006 | 2008 |
| Biography | Scott is Director of Research & Equities and a Portfolio Manager. His responsibilities include conducting in-depth research projects and exploring new fundamental and quantitative studies that support the firm’s portfolios and strategy recommendations. Scott brings over thirty years of professional investment experience to the Leuthold team, previously serving as Chief Investment Officer of Invista Capital Management and Head of Equities at Members Capital Advisors. Scott was also the Director of the Applied Investments Program and taught Security Analysis and investment classes at the University of Wisconsin–Whitewater. In his leadership roles, Scott was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, institutional grade research and portfolio management processes. Previous portfolio management assignments included international equity, domestic equity, taxable investing and convertible securities. His top quartile and five-star performance records led to twice being named to Barron’s Top 100 Mutual Fund Managers. Scott received his undergraduate degree from Drake University in 1982 and an MBA from the University of Minnesota in 1983. He earned the Chartered Financial Analyst designation in 1986 and recently served on the CFA Society Madison Board of Directors. | ||
Write your thoughts about Madison Moderate Allocation Fund Class A
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review