Madison Diversified Income Fund

Scorecard
3 / 5 Stars
Lipper
4 3 5 3 4
Zacks Investment Research
---
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 10.75 0.0 10.75
Stocks 53.54 0.0 53.54
Bonds 31.55 0.0 31.55
Other 0.0 0.03 -0.03
Foreign Bonds 0.94 0.0 0.94
Foreign Stocks 3.25 0.0 3.25
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
Travelers Companies Inc TRV 6.32 2.27
Chevron Corp CVX 6.16 2.24
McDonald's Corp MCD 5.76 2.07
Exxon Mobil Corporation XOM 1.46 2.05
Johnson & Johnson JNJ 17.08 2.0
Pfizer Inc PFE -0.1 1.97
Microsoft Corp MSFT 13.42 1.79
Qualcomm Inc QCOM 8.42 1.73
Wells Fargo & Co WFC 17.56 1.71
United Technologies Corp UTX 2.91 1.7

Bond Ratings (%)

Updated 05.31.2014

Sector MBLAX
AAA 53.58
AA 5.16
A 14.09
BBB 14.52
BB 2.91
B 0.0
Below B 0.0
Other 9.74

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