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Ultra Series Diversified Income Fund Class I (0P00003BTR)

US Funds

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13.663 +0.014 +0.10%

20/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 125.54M

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0P00003BTR Overview

On this page you'll find an in-depth profile of Ultra Series Diversified Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P00003BTR among other information.

Contact Information

Address 550 Science Drive
Madison,WI 53711
United States

Phone 800-670-3600

Web www.ultraseries.com

Top Executives

Name	Title	Since	Until
Patrick Ryan	-	2023	Now
Biography	Patrick Ryan, CFA®, serves as head of Madison’s Multi-Asset Solutions Team and as portfolio manager on the Mosaic Portfolios and the Madison Asset Allocation Funds. Patrick has been working in the financial services industry since 2000 and joined Madison in 2009. He earned his BBA in finance from the University of Wisconsin-Madison.
Stuart Dybdahl	Portfolio Manager	2023	Now
Biography	Stuart, CFA, CAIA, serves as Portfolio Manager and Investment Analyst for the Multi-Asset Solutions team at Madison Investments. He earned a B.A. in accounting and business management from Luther College. Stuart is a Chartered Financial Analyst (CFA) charterholder, a Chartered Alternative Investment Analyst (CAIA) charterholder, and is FINRA registered.
Michael S. Sanders	Head	2022	2024
Biography	Mr. Sanders, Head of Fixed Income and Portfolio Manager of Madison. Mr. Sanders has been a member of the Madison fixed income team since 2013, and has worked in the financial services industry since 2004. Prior to joining Madison in 2013, he was a fixed income portfolio manager and analyst for Ziegler Lotsoff Capital Management focusing mainly on high yield bonds and preferred stocks. He earned his BBA in finance from St. Norbert College, M.S. in economics from Marquette University and an MBA in analytical finance and accounting from the University of Chicago Booth School Of Business.
Allen Olson	Portfolio Manager	2021	2024
Biography	Allen serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in corporate-only and credit research. Allen has been working in the financial services industry since 1998 and joined Madison in 2002. He earned his B.S. in economics from the University of Wisconsin-Green Bay and M.S. in management from the University of Wisconsin-Milwaukee.
Andrew Justman	Vice President	2015	2024
Biography	Mr. Justman, Vice President and Portfolio Manager of Madison, has co-managed the equity portion of the Fund since May 2015. Andrew has been working in the financial services industry since 2001 and joined Madison in 2005. He earned his BBA in finance and economics and M.S. in finance from the University of Wisconsin-Madison, specializing in the Applied Security Analysis Program. Prior to joining Madison he worked at Merrill Lynch.
Chris W. Nisbet	Portfolio Manager	2013	2024
Biography	Chris serves as a portfolio manager for Madison’s Fixed Income Team, specializing in government and corporate bond portfolios. Chris has been working in the financial services industry since 1990 and joined Madison in 1992. He earned his B.S. in economics and M.S. in finance and investments from the University of Wisconsin-Madison.
John H. Brown	Portfolio Manager	1998	2024
Biography	John, CFA, serves as a portfolio manager on Madison's dividend income and value strategies. John has been working in the financial services industry since 1983 and joined Madison in 2009. He earned his B.S. in finance and computer science from Northern Illinois University and his MBA from the University of Wisconsin-Madison.
Paul A. Lefurgey	Executive Vice President	2013	2022
Biography	Paul serves as Head of Fixed Income for Madison and is the Chief Executive Officer. Paul has been working in the financial services industry since 1989 and joined Madison in 2005. He earned his B.A. in accounting from Michigan State University. Paul is a member of the Investment Strategy Committee.
Dean J. Call	Co-Portfolio Manager	2004	2013
Biography	Mr. Call, Vice President and Portfolio Manager of Madison. Prior to joining Madison in July 2009, Mr. Call was a Managing Director and Portfolio Manager—Fixed Income of MCA since 2004. Mr. Call has been active in fixed income investing since 1982.
Management Team	-	1998	2005
Biography	Team Managed

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ultra Series Dive.	13.663	+0.014	+0.10%