Madison Investors Fund Class Y (MINVX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in the common stock of established, high-quality, growth companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such securities. The fund may also invest up to 25% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.


1 month-0.38% 3 years+15.27%
3 months-0.38% 5 years+13.68%
1 year+6.31% Since inception+10.59%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.68%+16.96%
Expense ratio1.10%1.20%
Risk 5 year sharpe ratio1.271.23
Net assets$121.6M$2.7B
Average market cap$33.9B$76.4B
Average P/E19.221.4
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyMadison Funds
Fund manager & tenureJay Sekelsky / 25 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00


U.S. stock80.25%
International stock13.91%
Fixed income0.91%
Top 5 Sectors
Portfolio weighting
Financial service 19.62%
Healthcare 15.32%
Energy 13.78%
Consumer goods 10.79%
Telecommunication 10.60%
Top 10 Holdings
Portfolio weighting
DEO Diageo4.87%
DISCK Discovery Communications Inc4.36%
ACN Accenture3.93%
MKL Markel Corp3.82%
TJX TJX Companies Inc3.64%
ORCL Oracle3.53%
-- 3.51%
JNJ Johnson & Johnson3.49%
JEC Jacobs Engineering Group Inc3.48%
NSRGY Nestle3.46%

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