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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 | 420.93M | 1.28 | 8.01 | 11.26 | ||
Madison Mid Cap Fund Class R6 | 160.46M | 6.51 | 14.05 | 11.94 | ||
Madison Investors Y | 131.12M | 5.89 | 13.00 | 12.44 | ||
Madison Diversified Income A | 119.49M | 0.05 | 3.18 | 6.07 | ||
Madison Investors Fund Class A | 111.98M | 5.82 | 12.72 | 12.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.77B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Madison Core Bond R6 | - | 19.91 | - | - | |
Madison Investors R6 | - | 15.35 | - | - | |
iShares Treasury Floating Rate Bond | US46434V8607 | 8.83 | 50.61 | +0.02% | |
Vanguard Information Technology | US92204A7028 | 7.24 | 532.55 | -0.24% | |
Invesco S&P 500 High Quality | US46137V2410 | 6.10 | 61.19 | -0.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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