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: | 12.18M | | Year-to-Date Return: | 4.29% | | Yield: | 2.36% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-00 |
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Christopher W. Nisbet
Lead Manager since
01-May-00 | | | Nisbet is a vice president of Madison and has also been a member of the team managing the Trust's portfolios since August 1996. He also has been a member of the firm's fixed-income team since 1992. Nisbet holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | $50,000 | | Min Initial Investment, AIP: | $50,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to obtain the highest total investment return possible within the policy limitations. 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-09):
| 0.04 | | Last Cap Gain
(31-Dec-08):
| 0.10 | | Annual Holdings Turnover
| 73.00% | | Average for Category:
| 106.40% |
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| Expense | MIIBX | Category
Avg | | Total Expense Ratio: | 0.49%
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.64% | | Max Deferred Sales Load: | %
| 2.11% | | 3 Yr Expense Projection*: |
$ 157 | $404 | | 5 Yr Expense Projection*: |
$ 274 | $645 | | 10 Yr Expense Projection*: |
$ 616 | $1,329 |
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