Madison Mosaic Investors
550 Science Drive Madison WI 53711
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Phone: 888-670-3600
| Category: | Large Blend | | Fund Family: | Madison Mosaic | | Net Assets: | 31.10M | | Year-to-Date Return: | -29.01% | | Yield: | 1.36% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-78 |
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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 |
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| The investment seeks capital growth. The fund normally invests in the common stock of established high-quality, larger growth companies with market capitalization of $12 billion or more. It may invest up to 25% of assets in mid-sized growth companies. |
| Last Dividend
(11-Dec-07):
| 0.20 | | Last Cap Gain
(11-Dec-07):
| 1.91 | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 71.85% |
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| Expense | MINVX | Category
Avg | | Total Expense Ratio: | 0.94%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$300 | $572 | | 5 Yr Expense Projection*: |
$520 | $876 | | 10 Yr Expense Projection*: |
$1,155 | $2,504 |
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6.54% Nasdaq 
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