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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.960 | 6.120 | 0.160 |
Stocks | 68.970 | 68.970 | 0.000 |
Bonds | 25.030 | 26.270 | 1.240 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.812 | 17.416 |
Price to Book | 2.798 | 2.666 |
Price to Sales | 1.811 | 1.806 |
Price to Cash Flow | 11.265 | 10.903 |
Dividend Yield | 1.859 | 2.103 |
5 Years Earnings Growth | 11.851 | 11.233 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.020 | 20.456 |
Financial Services | 14.820 | 15.274 |
Industrials | 11.940 | 11.799 |
Healthcare | 10.290 | 12.589 |
Energy | 9.260 | 5.813 |
Consumer Cyclical | 9.190 | 9.994 |
Communication Services | 5.670 | 7.139 |
Consumer Defensive | 4.860 | 6.732 |
Basic Materials | 2.350 | 3.999 |
Real Estate | 0.840 | 4.319 |
Utilities | 0.760 | 2.949 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Madison Investors R6 | - | 18.45 | - | - | |
Invesco S&P 500 High Quality | US46137V2410 | 10.69 | 63.54 | -0.42% | |
Vanguard Information Technology | US92204A7028 | 9.46 | 576.59 | -0.17% | |
Madison Core Bond R6 | - | 9.41 | - | - | |
iShares Treasury Floating Rate Bond | US46434V8607 | 9.23 | 50.66 | +0.02% | |
Distillate US Fdmtl Stblty & Val ETF | - | 7.13 | - | - | |
Franklin FTSE Japan | US35473P7446 | 4.49 | 28.76 | +0.81% | |
Energy Select Sector SPDR | US81369Y5069 | 4.44 | 91.15 | +0.39% | |
Vanguard FTSE All World ex US | US9220427754 | 4.12 | 58.64 | +0.10% | |
iShares MSCI Intl Quality Factor | US46434V4564 | 4.09 | 39.05 | -0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Madison Mid Cap Y | 421.39M | 5.36 | 9.21 | 11.46 | ||
Madison Mid Cap Fund Class R6 | 239.95M | 6.51 | 14.05 | 11.94 | ||
Madison Investors Y | 127.52M | 5.89 | 13.00 | 12.44 | ||
Madison Diversified Income A | 115.55M | 0.05 | 3.18 | 6.07 | ||
Madison Investors Fund Class A | 108.98M | 5.82 | 12.72 | 12.16 |
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