Madison Mosaic Balanced
550 Science Drive Madison WI 53711
Map
Phone: 888-670-3600
| Category: | Moderate Allocation | | Fund Family: | Madison Mosaic | | Net Assets: | 12.04M | | Year-to-Date Return: | -8.27% | | Yield: | 1.56% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Dec-86 |
|
Jay R. Sekelsky
Lead Manager since
01-Feb-90 | | | Sekelsky is a principal with Madison Investment Advisors and is responsible for research coordination. Prior to joining Madison in January 1990, he spent two and a half years as an analyst with Wellington Management Company. Sekelsky holds the Chartered Financial Analyst and Certified Public Accountant designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks current income and capital appreciation. The fund invests in a combination of common stocks and investment grade bonds. Its stock component will consist primarily of the common stock of established high-quality, larger growth companies with market capitalization of $12 billion or more. |
| Last Dividend
(30-Sep-08):
| 0.06 | | Last Cap Gain
(31-Dec-07):
| 0.90 | | Annual Holdings Turnover
| 42.00% | | Average for Category:
| 71.15% |
|
| Expense | BHBFX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$387 | $623 | | 5 Yr Expense Projection*: |
$670 | $950 | | 10 Yr Expense Projection*: |
$1,477 | $1,859 |
|
|
0.03% Nasdaq 
0.80 (5.82%) 
Profile
