Madison Mosaic Investors
550 Science Drive Madison WI 53711
Map
Phone: 888-670-3600
| Category: | Large Growth | | Fund Family: | Madison Mosaic | | Net Assets: | 37.91M | | Year-to-Date Return: | 25.38% | | Yield: | 0.52% | | 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 long-term growth. The fund invests primarily in the common stock of established high-quality, larger growth companies. Generally, the companies the Investors Fund buys have a market capitalization (the value of all of a company?s stock on the market) of $10 billion or more. The fund may buy a number of mid-sized growth companies as well (market capitalizations between $1 billion and $10 billion), generally not exceeding 25% of net assets. |
| Last Dividend
(24-Dec-08):
| 0.08 | | Last Cap Gain
(24-Dec-08):
| 0.85 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 110.55% |
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| Expense | MINVX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 315 | $672 | | 5 Yr Expense Projection*: |
$ 547 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,213 | $2,074 |
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0.34% Nasdaq 0.00%
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