Madison Investors Fund Class Y (MINVX)

24.76
Net Asset Value
+0.12%
1 Day
+7.00%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.10%
Expense Ratio
Low
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.

Performance

1 month+0.57% 3 years+14.34%
3 months+4.69% 5 years+15.11%
1 year+17.59% Since inception+10.76%
Data through --

Peer Comparisonvs. Large growth

 MINVXCategory
Performance 5-yr return+15.11%+17.64%
Expense ratio1.10%1.24%
Risk 5 year sharpe ratio1.271.16
Net assets$209.4M$2.6B
Average market cap$40.8B$71.2B
Average P/E19.423.4
Portfolio turnover34%34%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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

Holdings

U.S. stock80.62%
International stock9.79%
Cash9.58%
Fixed income0.01%
Other0.00%
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
MKL Markel Corporation4.37%
BRKB Berkshire Hathaway Inc Class B4.17%
EBAY eBay Inc3.69%
ORCL Oracle Corporation3.69%
NSRGY Nestle SA ADR3.52%
MCD McDonald's Corp3.46%
APA Apache Corporation3.39%
ACN Accenture PLC Class A3.38%
USB U.S. Bancorp3.29%
JEC Jacobs Engineering Group Inc3.28%

To view my watchlist

Not a member yet?

Sign up now for a free account

Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.