2 / 5 Stars
3 2 5 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#69 in Moderate Allocation
U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 10.57 percent over the past year, 9.06 percent over the past three years, 12.93 percent over the past five years, and 5.68 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.2%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||12.9%|
|10 Years (Annualized)||5.7%|
The investment seeks a high total return through the combination of income and capital appreciation. The fund seeks income by investing in a broadly diversified array of securities, including bonds, common stocks, real estate securities, foreign market bonds and stocks, and money market instruments. Bonds, stock and cash components will vary, reflecting the portfolio managers' judgments of the relative availability of attractively yielding and priced stocks and bonds; however, under normal market conditions, the fund's portfolio managers generally attempt to target a 40% bond and 60% stock investment allocation.
Fees are Above Average compared to funds in the same category.
Madison Diversified Income Fund has an expense ratio of 1.10 percent.
Risk is Low compared to funds in the same category according to Morningstar.