U.S. News and World Report picks Madison Mosaic Disciplined Equity as one of ten little-known “Great Funds”
"Ten Great Funds You've Never Heard Of....Madison Mosaic Disciplined Equity Fund (MADEX)...For Disciplined Equity's management team, investing is all about stock picking. To neutralize sector dynamics, the fund keeps its sector weightings almost identical to the S&P 500's. That means all of the fund's relative outperformance stems from superior stock selection. "In general, we're looking for companies that are growing faster than the market but yet have higher-quality balance sheets, strong management teams, sustainable competitive advantages, and … reasonable valuations," says Sekelsky. The fund generally owns between 50 and 60 stocks and tends to hold on to them for the long haul. Sekelsky and his team prefer conservative blue chips that have proved their potential over the years…" USNews.com, March 23, 2010
"Participate and Protect" Ticker Magazine
An interview with Rich Eisinger on Madison's equity process.
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Paul Lefurgey on Corporate Bonds: SmartMoney.com 7/8/2009
"The recent boom in bonds is a classis shift from safety to risk, says Paul Lefurgey, lead fixed-income manager at [Madison Mosaic]. 'Everybody sold Treasuries and bought yield...the easy money [in corporate bonds] has been made.'"
Paul Lefurgey on Bond Strategy: Forbes.com 7/7/2009
"Taking a nuanced view leads Lefurgey to walk a middle ground...He thinks the yield curve will grow steeper...'When the yield curve is steep, it's better to be intermediate rather than long or short.'"
Top-Performing Funds with Low Profiles, Morningstar.com 5/6/2009
“We think Madison Mosaic Mid-Cap has a lot of appeal…while the fund hasn’t grown much larger than $150 million in assets over the past 10 years, we certainly think it deserves more attention.”