Madison Investors Fund

Scorecard
3 / 5 Stars
Lipper
2 2 5 4 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Management seems to be attracted to healthcare and financial companies but also has a sweet spot for the energy sector.

Asset Allocation

% Long % Net
Cash 7.49 7.49
Stocks 83.99 83.99
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 8.52 8.52
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Oracle Corporation ORCL 0.97 4.3
Berkshire Hathaway Inc Class B BRK.B -2.11 3.96
Markel Corporation MKL -0.79 3.88
Accenture PLC Class A ACN 0.34 3.59
Nestle SA ADR NSRGY 1.36 3.51
McDonald's Corporation MCD -1.96 3.44
Varian Medical Systems, Inc. VAR 7.29 3.3
Advance Auto Parts Inc AAP 14.09 3.27
Copart, Inc. CPRT -1.34 3.26
U.S. Bancorp USB 0.62 3.22

See Also:

Top Madison Funds Funds