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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.40% 0.06% 64.28M 6248.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 27.00% -5.367M Upgrade

Basic Info

Investment Strategy
The Fund seeks to generate superior long-term risk adjusted performance. Under normal market conditions, the Fund invests at least 80% of its net assets in bonds. To keep income relatively stable, the Fund emphasizes investment grade securities and maintains an intermediate (typically 3-7 year) average portfolio duration.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Core Bond Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Core Bond Funds
Fund Owner Firm Name Madison Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
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--
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
1.82%
6.83%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.94%
--
--
--
--
-14.25%
6.37%
1.88%
7.23%
--
--
--
--
--
--
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7.36%
-0.18%
10.34%
9.67%
-2.41%
-13.21%
6.07%
1.57%
8.37%
0.10%
8.46%
7.48%
-1.77%
-13.02%
5.65%
1.31%
7.00%
As of December 07, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.83%
Stock 0.00%
Bond 98.74%
Convertible 0.00%
Preferred 0.00%
Other 0.43%
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Basic Info

Investment Strategy
The Fund seeks to generate superior long-term risk adjusted performance. Under normal market conditions, the Fund invests at least 80% of its net assets in bonds. To keep income relatively stable, the Fund emphasizes investment grade securities and maintains an intermediate (typically 3-7 year) average portfolio duration.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Core Bond Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Core Bond Funds
Fund Owner Firm Name Madison Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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