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Madison Moderate Allocation Fund Class A (MMDAX)

Dana AS

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio

10.85 0.00 0%

16/05 - Ditutup. Matawang dalam USD ( Penolak Tuntutan )

Jenis: Dana

Pasaran: Amerika Syarikat

Penerbit: Madison Funds

Kelas Aset: Ekuiti

Penarafan Morningstar:
Jumlah Aset: 90.7M

Umum
Carta
- Carta penstriman
- Carta Interaktif
Teknikal
- Analisis Teknikal
Forum

Tinjauan MMDAX

Di laman ini anda akan mendapat profil terperinci Madison Moderate Allocation Fund Class A. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi MMDAX antara maklumat lain.

Kategori

Allocation--50% to 70% Equity

Jumlah Aset

90.7M

Perbelanjaan

0.70%

Tarikh Permulaan

38898

Maklumat Untuk Dihubungi

Alamat 420 W 7th Street STE 219083
Kansas City,MO 53711
United States

Telefon (800) 767-0300

Web www.madisonfunds.com

Eksekutif Tinggi

Nama	Tajuk	Sejak	Sehingga
Stuart Dybdahl	Portfolio Manager	2023	now
Biografi	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.
Patrick F. Ryan	Head	2008	now
Biografi	Patrick Ryan, CFA, Head of Multi-Asset Solutions and Portfolio Manager of Madison. Prior to joining Madison in July 2009, Mr. Ryan was a Senior Analyst at MEMBERS Capital Advisors, Inc. (“MCA”), the former investment adviser to the Funds. While at MCA, Mr. Ryan had been responsible for conducting manager research and due diligence for MCA’s managed accounts products since 2004. 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.
David Hottmann	Vice President	2009	2024
Biografi	David Hottmann, CFA®, serves as a portfolio manager on the Madison Mosaic Portfolios and the Madison Asset Allocation Funds. David has been working in the financial services industry for over 30 years; he joined Madison in 2009. He earned his BBA in accounting & finance from the University of Wisconsin-Madison.
Scott D. Opsal	Managing Director	2009	2009
Biografi	Scott is Director of Research & Equities and a Portfolio Manager. His responsibilities include conducting in-depth research projects and exploring new fundamental and quantitative studies that support the firm’s portfolios and strategy recommendations. Scott brings over thirty years of professional investment experience to the Leuthold team, previously serving as Chief Investment Officer of Invista Capital Management and Head of Equities at Members Capital Advisors. Scott was also the Director of the Applied Investments Program and taught Security Analysis and investment classes at the University of Wisconsin–Whitewater. In his leadership roles, Scott was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, institutional grade research and portfolio management processes. Previous portfolio management assignments included international equity, domestic equity, taxable investing and convertible securities. His top quartile and five-star performance records led to twice being named to Barron’s Top 100 Mutual Fund Managers. Scott received his undergraduate degree from Drake University in 1982 and an MBA from the University of Minnesota in 1983. He earned the Chartered Financial Analyst designation in 1986 and recently served on the CFA Society Madison Board of Directors.
David M. Schlimgen	Senior Portfolio Manager	2008	2009
Biografi	Schlimgen is a senior portfolio manger with MEMBERS Capital Advisors, Inc., his employer since 2001. Prior to joining MCA, he was president of his own independent fee-based registered investment advisory firm. Schlimgen is a member of the Investment Management consultants Association (IMCA), and holds both the Certified Investment Management Analyst (CIMA) and Certified Investment Management Consultant (CIMC) designations.
Scott D. Opsal	Managing Director	2006	2008
Biografi	Scott is Director of Research & Equities and a Portfolio Manager. His responsibilities include conducting in-depth research projects and exploring new fundamental and quantitative studies that support the firm’s portfolios and strategy recommendations. Scott brings over thirty years of professional investment experience to the Leuthold team, previously serving as Chief Investment Officer of Invista Capital Management and Head of Equities at Members Capital Advisors. Scott was also the Director of the Applied Investments Program and taught Security Analysis and investment classes at the University of Wisconsin–Whitewater. In his leadership roles, Scott was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, institutional grade research and portfolio management processes. Previous portfolio management assignments included international equity, domestic equity, taxable investing and convertible securities. His top quartile and five-star performance records led to twice being named to Barron’s Top 100 Mutual Fund Managers. Scott received his undergraduate degree from Drake University in 1982 and an MBA from the University of Minnesota in 1983. He earned the Chartered Financial Analyst designation in 1986 and recently served on the CFA Society Madison Board of Directors.

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Sebutan Terkini

Nama	Harga	Prbhn.	Prbhn. %
Madison Moderate .	10.85	0.00	0%
JPMorgan Global B.	9.60	-0.02	-0.21%
GSAQ	10.000	+0.000	+0.00%
OA Frontier IP-Ar.	1.538	+0.010	+0.69%
POET	2.21	-0.06	-2.64%
American Funds Gr.	70.40	+0.11	+0.16%
JPMorgan Funds - .	529.480	-3.640	-0.68%
IFA	1.25	+0.04	+3.31%