Madison Conservative Allocation Fund

Madison Conservative Allocation Fund is a registered fund series of MADISON FUNDS (series S000020660). Net assets $34.6M as of 2026-04-30.

Profile

Advisers

Top holdings (18 reported)

Showing 15 of 18 holdings by value.

HoldingTickerValue% of fund
Madison Core Bond Fund$17.1M4945.65%
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf$2.7M782.21%
Vanguard FTSE All-World ex-US ETF$1.4M403.64%
VanEck J. P. Morgan EM Local Currency Bond ETF$1.4M400.39%
Distillate US Fundamental Stability & Value ETF$1.3M373.94%
Janus Henderson Mortgage-Backed Securities ETF$1.2M354.83%
Madison Large Cap Fund$1.2M342.61%
iShares MSCI Emerging Markets Asia ETF$1.2M342.57%
iShares 5-10 Year Investment Grade Corporate Bond ETF$1.1M312.10%
iShares Core S&P U.S. Growth ETF$1.0M302.52%
Vanguard Information Technology ETF$986K284.74%
State Street Global Advisors$905K261.25%
Schwab Intermediate-Term U.S. Treasury ETF$883K254.78%
iShares Core S&P Small-Cap ETF$821K237.10%
State Street SPDR S&P Bank ETF$705K203.43%

Net asset history

Report dateNet assets
2026-04-30$34.6M
2026-01-31$36.1M
2025-10-31$37.5M
2025-07-31$38.5M
2025-04-30$39.8M
2025-01-31$41.8M
2024-10-31$43.1M
2024-07-31$44.6M

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