Madison Mosaic Core Bond R6

The investment seeks to receive income from bonds.
The fund seeks to achieve its investment objective through diversified investments in bonds and other debt securities. It invests in a broad range of corporate debt securities, obligations of the U.S. government and its agencies and money market instruments. The fund invests at least 80% of its total assets in bonds, with at least 65% of its net assets invested in investment grade bonds. Finally, up to 35% of the fund's total assets may be invested in securities rated as low as B, including those commonly referred to as "high yield," "high risk" or "junk" bonds.

Key stats

Management firm  Madison Mosaic
Domicile  United States
Fund Administrator  Madison Mosaic Funds
Global Branding Name  Madison Mosaic
Fund Status  OBSOLETE
12 month yield  2.63%
Fund currency  USD
Launch Date  2012-02-29
Obsolete Date  2013-04-19
ISIN  US5578786007
SEDOL  B4LP4L0
Manager 1 Name  Christopher Nisbet
Manager 2 Name  Paul Lefurgey
Fund Strategy  Intermediate-Term Bond
Benchmark  Barclays US Agg Bond TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2013-03-31
Return - 1 Month  0.15%
Return - 2 Months  0.62 %
Return - 3 Months  -0.16%
Return - 6 Months  -0.28 %
Return - 9 months  0.68 %
Return - 12 Months  2.84%
Annualized return since Inception  2.05%
Return YTD  -0.16%

Ratings

Morning Star Rating Date   2013-03-31
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 120 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Minimum Investment  $500,000
Maximum Managment Charge  0.50 %

Contact

Contact Address  Madison Mosaic
Contact Address 2  500 Science Drive
Contact city  Madison
Contact country  United States
Fund Admin Group  Madison Mosaic
Web Address  NULL
Custodian  U.S. Bank N.A

Price

Last Price Date  2013-04-19
Pre-tax nav  7.03

Funds Disclaimer

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Ratings Disclaimer

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