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-5.18% 3 years+16.75%
3 months-3.79% 5 years+11.27%
1 year+9.22% Since inception+10.66%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+11.27%+14.60%
Expense ratio1.10%1.24%
Risk 5 year sharpe ratio1.040.99
Net assets$177.5M$2.7B
Average market cap$34.9B$68.9B
Average P/E17.923.3
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyMadison Funds
Fund manager & tenureJay Sekelsky / 24 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00


U.S. stock84.43%
International stock10.88%
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
ACN Accenture PLC Class A4.45%
EBAY eBay Inc4.39%
DEO Diageo PLC ADR4.12%
JEC Jacobs Engineering Group Inc4.10%
BRKB Berkshire Hathaway Inc Class B4.01%
TJX TJX Companies3.80%
ORCL Oracle Corporation3.60%
NSRGY Nestle SA ADR3.44%
DHR Danaher Corp3.43%
MKL Markel Corporation3.42%

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