Madison Mosaic Mid-Cap 550 Science Drive Madison WI 53711 Map
Phone: 888-670-3600
| Category: | Mid-Cap Blend | | Fund Family: | Madison Mosaic | | Net Assets: | 131.84M | | Year-to-Date Return: | 16.69% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Jul-83 |
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Jay R. Sekelsky
Lead Manager since
01-Aug-96 | | | 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 long-term growth. The fund invests at least 80% of assets in the common stock of mid-sized companies with market capitalizations similar to companies in the Russell Midcap index or the Standard & Poor MidCap 400 index. |
| Last Dividend
(28-Dec-01):
| 0.01 | | Last Cap Gain
(24-Dec-08):
| 0.46 | | Annual Holdings Turnover
| 76.00% | | Average for Category:
| 90.71% |
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| Expense | GTSGX | Category Avg | | Total Expense Ratio: | 1.25%
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 397 | $623 | | 5 Yr Expense Projection*: |
$ 686 | $964 | | 10 Yr Expense Projection*: |
$ 1,511 | $1,949 |
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