Madison Mosaic Aggressive (S:0P0000W8YS)
35.13
+0.38
(+1.08%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 12, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Inst | 15.68% | 46.71 | 0.24% |
| Distillate US Fundamental Stability & Value ETF | 13.47% | 60.20 | -0.10% |
| Madison Large Cap Fund I | 9.06% | 28.97 | 0.70% |
| Vanguard Information Technology Index Fund ETF | 7.46% | 764.61 | 0.35% |
| iShares MSCI Emerging Markets Asia ETF | 7.34% | 98.83 | 0.81% |
| State Street SPDR S&P Bank ETF | 6.26% | 62.52 | -1.15% |
| Madison Mid Cap Fund I | 5.83% | 16.79 | 0.84% |
| iShares MSCI Eurozone ETF | 5.24% | 66.21 | 0.42% |
| Invesco S&P SmallCap Quality ETF | 4.48% | 43.64 | -0.09% |
| JPMorgan International Research Enhanced Eqty ETF | 4.26% | 77.44 | 0.44% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |