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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1001 | 1033 | 1048 | 1098 | 1314 | 1803 |
Fund Return | 0.05% | 3.33% | 4.78% | 3.18% | 5.61% | 6.07% |
Place in category | 720 | 737 | 727 | 415 | 527 | 237 |
% in Category | 93 | 95 | 96 | 62 | 81 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Madison Mid Cap Y | 416.44M | 5.36 | 9.21 | 11.46 | ||
Madison Mid Cap Fund Class R6 | 228.64M | 6.51 | 14.05 | 11.94 | ||
Madison Investors Y | 128.01M | 5.89 | 13.00 | 12.44 | ||
Madison Investors Fund Class A | 108.79M | 5.82 | 12.72 | 12.16 | ||
Madison Moderate Allocation A | 89.39M | 1.92 | 0.90 | 4.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 105.95B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.53B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced | 42.26B | 7.54 | 5.06 | 9.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Madison Covered Call ETF | - | 26.54 | - | - | |
Madison Short-Term Strategic Income ETF | - | 19.23 | - | - | |
Madison Dividend Value ETF | - | 18.63 | - | - | |
Madison Aggregate Bond ETF | - | 15.49 | - | - | |
Janus Henderson Mortgage-Backed Sec ETF | - | 8.55 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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