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Fund Intelligence | Best Managers | MADOX Insights | MADOX Score | MADOX Performance | MADOX Manager | MADOX News | MADOX Allocation | MADOX Holdings Change

Mutual Fund Insights: Madison Mosaic Instl Equity Option Fund (MADOX)

In-depth Analysis of Madison Mosaic Instl Equity Option Fund (MADOX)

Mutual fund chart: Madison Mosaic Instl Equity Option Fund (MADOX)

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See Madison Mosaic Instl Equity Option Fund (MADOX) performance details as of January 31, 2010

  

    Last Trade: $15.40 on 3/19/2010, Change: -0.09 (-0.58%)
Experiment our closing price forecasting tool for Madison Mosaic Instl Equity Option Fund (MADOX) (alpha release)

  

Fund Manager - Frank E. Burgess

Fund Manager Tenure: 4.1 years
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)
Burgess is the president and chief investment officer of Madison Investment Advisors, the company he founded in 1974. Previously, he spent seven years at the M&I Bank of Madison, Wisconsin.  Get more insights on Frank E. Burgess

  

What we like about Madison Mosaic Instl Equity Option Fund (MADOX) What we like about Madison Mosaic Instl Equity Option Fund (MADOX)

Data for Madison Mosaic Instl Equity Option Fund (MADOX) as of January 31, 2010

  • Madison Mosaic Instl Equity Option Fund (MADOX) management has been with Madison Mosaic Instl Equity Option Fund for 4.1 years
  • Madison Mosaic Instl Equity Option Fund (MADOX) has good short-term performance (1-year return 39.35% vs 35.76% Large Growth category average)
  • Madison Mosaic Instl Equity Option Fund (MADOX) has an annual stock turnover rate of 40.00% vs Large Growth average of 109.93%. It is good that Madison Mosaic Instl Equity Option management does not trade extensively for its return.
  • Madison Mosaic Instl Equity Option Fund (MADOX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.95, lower than category average of 21.28
  • Madison Mosaic Instl Equity Option Fund (MADOX) has a lower management fee than its Large Growth average: 0.79% vs 1.33%
  • Madison Mosaic Instl Equity Option Fund (MADOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Madison Mosaic Instl Equity Option Fund (MADOX) What we are cautious about Madison Mosaic Instl Equity Option Fund (MADOX)

Data for Madison Mosaic Instl Equity Option Fund (MADOX) as of January 31, 2010

  • Madison Mosaic Instl Equity Option Fund is a focused fund with 39.35% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Madison Mosaic Instl Equity Option Fund (MADOX) has a less-than-ideal mid-term performance (3-year return -5.24% vs -5.20% Large Growth category average)
  • Madison Mosaic Instl Equity Option Fund (MADOX) ratio of up-years vs down years can be improved
  • Madison Mosaic Instl Equity Option Fund (MADOX) has a Morningstar rating of 3 and below
  • Madison Mosaic Instl Equity Option Fund (MADOX) is less safe compared to its Large Growth peers
  • Madison Mosaic Instl Equity Option Fund (MADOX) does not have a good risk adjusted return as its 3-year Alpha of 1.64 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.27
See Madison Mosaic Instl Equity Option Fund (MADOX) performance details as of January 31, 2010

  

  

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Madison Mosaic Instl Equity Option Fund (MADOX) Net Asset

Track net asset change of Madison Mosaic Instl Equity Option fund (MADOX)

DateNet Asset
01/2010$6.03M
11/2009$5.94M
10/2009$5.78M
More historic net asset information on Madison Mosaic Instl Equity Option Fund (MADOX)

  

Madison Mosaic Instl Equity Option Fund (MADOX) Portfolio Allocation

Track portfolio allocation change of Madison Mosaic Instl Equity Option fund (MADOX)

DateCashStockBondOther
09/200913.55%86.45%0%0%
06/200916.13%83.86%0%0%
03/200910.07%89.93%0%0%
Click here to see more historic asset allocation information on Madison Mosaic Instl Equity Option Fund (MADOX)

  

Most Recent Top 10 Holdings in Madison Mosaic Instl Equity Option Fund (MADOX)

Discover what Madison Mosaic Instl Equity Option Fund (MADOX) manager is buying

30-Sep-09
WELLS FARGO & CO NEW [4.73%]
APACHE CP [4.63%]
KOHLS CP [4.31%]
Biogen Idec Inc [4.24%]
E M C CP [4.06%]
COACH INC [3.87%]
UNITEDHEALTH GROUP [3.74%]
CAPITAL ONE FINANCIA [3.6%]
eBay Inc. [3.57%]
Cisco Systems, Inc. [3.36%]

30-Jun-09
WELLS FARGO & COMPANY [4.66%]
Biogen Idec Inc [4.34%]
UNITED HEALTHCARE [4.27%]
APACHE [4.16%]
COACH [3.61%]
EMC [3.57%]
XTO ENERGY INC [3.3%]
LOWES COMPANIES [3.21%]
Gilead Sciences, Inc. [3.06%]

31-Mar-09
Biogen Idec Inc [5.92%]
Mylan Inc. [5.45%]
TARGET CP [5.36%]
APACHE CP [4.34%]
KOHLS CP [4.3%]
Starbucks Corporation [4.26%]
UNITEDHEALTH GROUP [4.21%]
Intuit Inc. [4.14%]
MORGAN STANLEY [4.11%]
LOWES COMPANIES [3.54%]
Click here for Stock Holding Change Map in Madison Mosaic Instl Equity Option Fund (MADOX)

  

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