Madison Investments logo
Modern office interior with glass walls, wooden and concrete accents; a person walking in the corridor, and four people sitting around a table in a meeting room with large windows overlooking greenery.

Investment Strategies & Solutions

Madison Investments is positioned to be among the experts you count on for proven investment strategies, time-tested products, and independent portfolio guidance.

Madison Investments also provides a robust family of mutual funds and exchange-traded funds.

Madison Funds & ETFs
Contact us
Contact us

Before investing in any Madison Fund, you should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the Fund’s prospectus and summary prospectuses and should be read carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. This website is intended for U.S. residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Past performance is no guarantee of future results.

Madison’s expectation is that investors will participate near fully in market appreciation during bull markets and experience something less than full participation during bear markets compared with investors in portfolios holding more speculative and volatile securities. Therefore, the investment philosophy is intended to represent a conservative investment strategy. There is no assurance that Madison’s expectations regarding this investment strategy will be realized.

Indices are unmanaged. An investor cannot invest directly in an index. They are shown for illustrative purposes only, and do not represent the performance of any specific investment. Index returns do not include any expenses, fees or sales charges, which would lower performance.

Click to view index descriptions:

Bloomberg 1-5 Year Government/Credit Index: tracks USD-denominated, investment grade, fixed-rate bonds, including treasuries, government-related, and corporate issues. The Index includes securities with at least one, and up to, but not including, five years until final maturity.

Bloomberg US Aggregate Bond Index: a broad-based flagship benchmark that measures the investment grade, USD-denominated, fixed-rate taxable bond market. The index includes Treasuries, government-related and corporate securities, MBS (agency fixed-rate and hybrid ARM pass-throughs), ABS and CMBS (agency and non-agency).

Bloomberg US Government/Credit Index: measures the performance of USD-denominated US Treasuries, government-related and investment-grade US corporate securities that have a remaining maturity of greater than one year.

Bloomberg US Intermediate Corporate Bond Index: measures the performance of USD-denominated investment grade, fixed-rate, taxable corporate bond securities with maturities greater than or equal to one year, but less than ten years, that are issued by US and non-US industrial, utility, and financial issuers.

Bloomberg US Intermediate Credit Index: measures the investment grade, USD-denominated, fixed-rate, taxable corporate and government-related bond markets with a maturity greater than 1 year and less than 10 years.

Bloomberg US Intermediate Government Bond Index: measures the performance of USD-denominated US Treasuries and government-related securities that have a remaining maturity of greater than or equal to one year and less than 10 years.

Bloomberg US Intermediate Government Credit A+ Bond Index measures the performance of USD-denominated US Treasuries, government related and investment grade US corporate securities with quality ratings of A3/Aor better and maturities between one and 10 years.

Bloomberg Intermediate Govt/Credit Bond Index: tracks the performance of intermediate term US government and corporate bonds.

CBOE S&P 500 BuyWrite® Index (BXM): tracks the performance of a hypothetical buy-write strategy (i.e., holding a long position in and selling covered call options on that position) on the S&P 500® Index.

ICE BofA 1-12 Year US Municipal Securities Index tracks the performance of USD–denominated, investment-grade municipal bonds issued by US states and territories and their political subdivisions, with remaining maturities between one and twelve years.

ICE BofA 1-22 Year US Municipal Securities Index measures the performance of USD-denominated investment grade tax-exempt debt publicly issued by US states and territories, and their political subdivisions, in the US domestic market that have a remaining maturity of greater than or equal to one year and less than 22 years.

ICE BofA 1-5 Year U.S. Corporate/Government Index: tracks the performance of USD-denominated investment grade debt publicly issued in the US domestic market, including US Treasury, US agency, foreign government, supranational and corporate securities with a remaining term to final maturity less than 5 years.

The Lipper Equity Income Funds Index tracks the performance of funds that, by prospectus language and portfolio practice, seek relatively high current income and growth of income by investing at least 65% of their portfolio weight in dividend-paying equity securities. The Index is composed of the 30 largest funds by asset size in the Lipper investment objective category.

The MSCI ACWI ex USA Index captures large and mid cap representation across 22 of 23 Developed Markets countries (excluding the US) and 23 Emerging Markets countries. With 1,843 constituents, the index covers approximately 85% of the global equity opportunity set outside the US.

The MSCI EAFE (Europe, Australasia & Far East) Index is a free-float adjusted market capitalization index that is designed to measure developed market equity performance, excluding the US and Canada.

Russell Investment Group is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Russell Investment Group.

Russell 1000® Value: designed to track those securities within the broader Russell 1000 Index that FTSE Russell has determined exhibit value characteristics.

Russell 2000®: measures the performance of the 2,000 smallest companies in the Russell 3000® Index, which represents approximately 11% of the total market capitalization of the Russell 3000® Index.

Russell 2500™ Index: a broad index, featuring 2,500 stocks that cover the small- and mid-cap market capitalizations of the US equity universe.

Russell Midcap® Index: measures the performance of the mid-cap segment of the US equity universe. The Russell Midcap® Index is a subset of the Russell 1000® Index. It includes approximately 800 of the smallest securities based on a combination of their market cap and current index membership

S&P 500®: an unmanaged index of large companies and is widely regarded as a standard for measuring large-cap and mid-cap US stock-market performance. Results assume the reinvestment of all capital gain and dividend distributions. An investment cannot be made directly into an index.