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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+2.20% 3 years+12.83%
3 months+0.53% 5 years+12.01%
1 year+6.22% Since inception+10.40%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+12.01%+12.64%
Expense ratio1.10%1.20%
Risk 5 year sharpe ratio1.080.98
Net assets$113.6M$2.6B
Average market cap$34.7B$76.7B
Average P/E18.420.6
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. stock82.45%
International stock11.70%
Fixed income0.00%
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 Diageo4.97%
BRKB Berkshire Hathaway4.02%
DISCK Discovery Communications Inc4.02%
JNJ Johnson & Johnson3.88%
ACN Accenture3.81%
SJM J M Smucker Co3.74%
PGR Progressive Corp3.62%
TJX TJX Companies Inc3.58%
NSRGY Nestle3.55%
JEC Jacobs Engineering Group Inc3.40%

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