The Madison Core Bond Fund Class I is a mutual fund that primarily invests in a diversified portfolio of U.S. dollar-denominated, investment-grade fixed income securities. Its central objective is to generate a high level of current income while prudently limiting investment risk, making it suitable for investors seeking income with a moderate risk profile relative to broad bond benchmarks. The fund actively manages a flexible mandate, allowing its managers to adjust credit quality, sector allocation, and interest rate exposure in response to evolving market conditions. The portfolio mainly consists of U.S. Treasury securities, mortgage-backed securities, and other high-quality bonds, balancing government and securitized debt to enhance diversification. As an intermediate core bond fund, it targets bonds with maturities typically in the medium-term range, and it positions itself as a stable component within a fixed income allocation, aiming to preserve capital while delivering consistent income streams. The fund is managed for institutional investors and emphasizes disciplined risk management across changing economic cycles.
See your Portfolio Score and get data driven insights in ~60 seconds.
Opens in PortfolioPilot
Based on technical indicators and chart patterns, MBOIX shows...
Market sentiment analysis indicates...