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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
Below Average
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 35% 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+3.28% 3 years+14.04%
3 months+8.54% 5 years+14.66%
1 year+25.84% Since inception+10.82%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.66%+15.29%
Expense ratio0.95%1.11%
Risk 5 year sharpe ratio1.611.35
Net assets$311.8M$3.5B
Average market cap$50.5B$133.3B
Average P/E25.227.2
Portfolio turnover33%33%

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Fund Management and Purchase Info

Fund familyMadison Funds
Fund manager & tenureMatt Hayner / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock86.02%
International stock11.21%
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
PX Praxair Inc5.48%
BRKB Berkshire Hathaway5.18%
PPG PPG Industries4.99%
USB U.S. Bancorp4.41%
TJX TJX Companies Inc4.33%
JEC Jacobs Engineering Group Inc4.30%
-- 4.18%
OMC Omnicom Group Inc4.16%
DHR Danaher Corp4.08%
ORCL Oracle3.99%