Madison Target Retirement 2020 Fund

Madison Target Retirement 2020 Fund is a registered fund series of ULTRA SERIES FUND (series S000019110). Net assets $10.1M as of 2026-03-31.

Profile

Advisers

Top holdings (18 reported)

Showing 15 of 18 holdings by value.

HoldingTickerValue% of fund
Janus Henderson Mortgage-Backed Securities ETF$2.0M1962.10%
iShares 7-10 Year Treasury Bond ETF$1.8M1747.43%
Schwab Intermediate-Term U.S. Treasury ETF$1.6M1613.57%
iShares Aaa - A Rated Corporate Bond ETF$972K959.61%
iShares 5-10 Year Investment Grade Corporate Bond ETF$658K650.19%
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf$625K617.59%
TCW Flexible Income ETF$589K581.34%
JPMorgan International Research Enhanced Equity ETF$332K327.89%
State Street SPDR Portfolio Short Term Treasury ETF$302K298.36%
State Street Global Advisors$278K274.98%
Vanguard Information Technology ETF$240K237.07%
Distillate US Fundamental Stability & Value ETF$186K183.23%
VictoryShares Free Cash Flow ETF$156K153.72%
State Street SPDR Portfolio S&P 400 Mid Cap ETF$112K110.67%
Vanguard FTSE All-World ex-US ETF$102K100.51%

Net asset history

Report dateNet assets
2026-03-31$10.1M
2025-12-31$11.0M
2025-09-30$11.1M
2025-06-30$11.0M
2025-03-31$11.5M
2024-12-31$13.7M
2024-09-30$14.4M
2024-06-30$14.2M

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