Madison Investors Fund

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 % Short % Net
Cash 7.93 0.0 7.93
Stocks 82.27 0.0 82.27
Bonds 0.0 0.0 0.0
Other 0.0 0.07 -0.07
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 9.87 0.0 9.87
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
Markel Corporation MKL 13.2 4.33
Berkshire Hathaway Inc Class B BRK.B 7.32 4.3
Oracle Corporation ORCL 7.19 3.88
McDonald's Corp MCD 5.76 3.54
Nestle SA ADR NSRGY 9.33 3.51
Accenture PLC Class A ACN -0.05 3.5
Discovery Communications Inc DISCK -11.29 3.38
Apache Corporation APA 17.48 3.36
Jacobs Engineering Group Inc JEC -15.53 3.35
Copart Inc CPRT -1.06 3.26