Madison Mosaic Institutional Bond
550 Science Drive Madison WI 53711
Map
Phone: 800-368-3195
| Category: | Short-Term Bond | | Fund Family: | Madison Mosaic | | Net Assets: | 1.90M | | Year-to-Date Return: | -0.17% | | Yield: | 5.12% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-00 |
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Christopher C. Berberet
Lead Manager since
01-May-00 | | | Berberet is a vice president and a member of the investment policy committee with Madison Investment Advisors. Berberet holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to obtain the highest possible investment return. The fund invests at least 65% of total assets in bonds. It diversified investment in a broad range of corporate debt securities, obligations of the U.S. government and its agencies and money market instruments. |
| Last Dividend
(30-Sep-08):
| 0.07 | | Last Cap Gain
(27-Dec-02):
| 0.04 | | Annual Holdings Turnover
| 42.00% | | Average for Category:
| 106.22% |
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| Expense | MIIBX | Category
Avg | | Total Expense Ratio: | 0.47%
| 0.92% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 2.69% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$151 | $420 | | 5 Yr Expense Projection*: |
$263 | $674 | | 10 Yr Expense Projection*: |
$591 | $1,391 |
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