Madison Mosaic Balanced
550 Science Drive Madison WI 53711
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Phone: 888-670-3600
| Category: | Moderate Allocation | | Fund Family: | Madison Mosaic | | Net Assets: | 11.59M | | Year-to-Date Return: | 19.43% | | Yield: | 1.22% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Dec-86 |
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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 current income and capital appreciation. The fund invests in a combination of common stocks and investment grade bonds. Its stock component consists primarily of the common stock of established high-quality, larger growth companies with market capitalization of $10 billion or more. |
| Last Dividend
(30-Sep-09):
| 0.05 | | Last Cap Gain
(31-Dec-08):
| 0.61 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 81.32% |
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| Expense | BHBFX | Category
Avg | | Total Expense Ratio: | 1.24%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 393 | $631 | | 5 Yr Expense Projection*: |
$ 681 | $951 | | 10 Yr Expense Projection*: |
$ 1,500 | $1,858 |
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