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Madison Aggressive Allocation Fund Class A (0P000063EX)

US Funds

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11.120 +0.020 +0.18%

25/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 50.71M

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0P000063EX Holdings

Comprehensive information about top holdings and Key Holding Information for the Madison Aggressive Allocation Fund Class A (0P000063EX) fund. Our Madison Aggressive Allocation Fund Class A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.510	2.670	0.160
Shares	70.640	70.640	0.000
Bonds	26.820	27.190	0.370
Other	0.030	0.030	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.147	17.750
Price to Book	2.812	2.797
Price to Sales	1.818	1.967
Price to Cash Flow	11.775	11.202
Dividend Yield	1.893	2.054
5 Years Earnings Growth	10.238	10.892

Sector Allocation

Name	Net %	Category Average
Technology	30.010	21.205
Financial Services	14.610	15.884
Industrials	12.950	11.246
Consumer Cyclical	9.990	10.270
Healthcare	9.880	11.635
Energy	7.590	5.380
Consumer Defensive	5.860	6.716
Communication Services	5.640	7.663
Basic Materials	2.160	3.674
Utilities	0.710	3.174
Real Estate	0.600	4.375

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Madison Investors R6	-	16.05	-	-
Invesco S&P 500 High Quality	US46137V2410	13.50	65.22	+0.43%
Madison Core Bond R6	-	13.10	-	-
Distillate US Fdmtl Stblty & Val ETF	-	10.54	-	-
Vanguard FTSE Europe	US9220428745	8.17	72.36	+0.42%
Vanguard Information Technology	US92204A7028	7.58	546.55	+1.52%
iShares Treasury Floating Rate Bond	US46434V8607	7.24	50.63	+0.04%
iShares MSCI Emerging Markets Asia	US4642864262	5.76	72.84	-0.61%
Schwab Intermediate Term US Treasury	US8085248545	5.59	24.89	+0.12%
Franklin FTSE Japan	US35473P7446	5.03	30.31	+0.53%

Top Equity Funds by Madison Funds

Name	Total Assets	YTD%	3Y%	10Y%
Madison Mid Cap Y	430.57M	-4.16	8.04	10.17
Madison Mid Cap Fund Class R6	344M	-4.15	8.20	10.40
Madison Investors Y	119.77M	3.89	12.57	12.75
Madison Diversified Income A	126.58M	2.19	1.95	6.02
Madison Investors Fund Class A	105.03M	3.86	12.28	12.47

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