Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Moderate Allocation Fund ULTRA SERIES FUND · 16 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Moderate Allocation Fund |
|---|---|
| Madison Core Bond Fund | 31.89 % |
| Madison Large Cap Fund | 11.02 % |
| Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf | 9.25 % |
| Vanguard FTSE All-World ex-US ETF | 7.50 % |
| iShares MSCI Emerging Markets Asia ETF | 6.07 % |
| Distillate US Fundamental Stability & Value ETF | 4.72 % |
| Vanguard Information Technology ETF | 4.42 % |
| State Street SPDR S&P Bank ETF | 4.09 % |
| iShares Core S&P Small-Cap ETF | 4.03 % |
| iShares Core S&P U.S. Growth ETF | 3.92 % |
| Vanguard FTSE Europe ETF | 3.51 % |
| VanEck J. P. Morgan EM Local Currency Bond ETF | 2.57 % |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 2.12 % |
| Franklin FTSE Japan ETF | 1.79 % |
| Janus Henderson Mortgage-Backed Securities ETF | 1.54 % |
| Madison Mid Cap Fund | 1.15 % |
1 funds, 16 lines read.