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Ultra Series Madison Target Retirement 2020 Fund Class I (0P000099TX)

US Funds

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6.549 0.000 0.00%

13/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 11.1M

Type: Fund

Market: United States

Issuer: Ultra

Asset Class: Bond

General
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0P000099TX Overview

Find basic information about the Ultra Series Madison Target Retirement 2020 Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000099TX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change2.31%

Prev. Close6.549

Risk Rating

TTM Yield3.51%

ROE30.10%

IssuerUltra

Turnover20%

ROA11.59%

Inception DateOct 01, 2007

Total Assets11.1M

Expenses0.31%

Min. InvestmentN/A

Market Cap83.22B

CategoryTarget - Date 2020

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1054	1002	1089	960	1063	1314
Fund Return	5.38%	0.21%	8.92%	-1.34%	1.22%	2.77%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Bond Funds by Ultra

Name	Total Assets	YTD%	3Y%	10Y%
Ultra Series Madison Target Retire1	49.14M	8.00	0.90	5.01
Ultra Series Madison Target Retire4	40.11M	10.90	2.40	5.99
Ultra Series Madison Target Retire5	34.8M	2.55	3.16	6.33

Top Funds for Target-Date 2020 Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Target Retirement 2020 Inv	34.88B	2.00	5.63	5.46
The Vanguard Target Retire 2020 Tr1	28.92B	2.04	5.67	5.53
The Vanguard Target Retire 2020 Tr2	28.92B	2.03	5.66	5.52
Vanguard Target Retire Trust Plus20	28.92B	2.03	5.68	5.54
American Funds 2020 Trgt Date RetR6	9.65B	2.67	6.24	5.97

Top Holdings

Name	ISIN	Weight %	Last	Change %
Janus Henderson Mortgage-Backed Sec ETF	-	21.09	-	-
iShares 7-10 Year Treasury Bond	US4642874402	19.03	93.33	-0.37%
SPDR Barclays Srt Term Trsy Bd	US78468R1014	18.23	29.08	-0.07%
Schwab Intermediate Term US Treasury	US8085248545	15.46	24.54	-0.26%
iShares Aaa - A Rated Corporate Bond ETF	-	5.58	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Sell
Technical Indicators	Strong Buy	Strong Buy	BUY
Summary	Strong Buy	Strong Buy	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ultra Series Madi.	6.549	0.000	0.00%