MCOCX
Madison Conservative Allocation Fund
MADISON FUNDS
Fund of funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
ISHARES CORE US GROWTH ETF 0 5,903 5,903 2.95% $1.05M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
ISHARES MSCI EUROZONE ETF 4,573 0 -4,573 0.00% -$304.84K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
VANGUARD FTSE ALL WORLD EX US ETF 11,125 17,280 6,155 3.94% $533.55K
V/E JPM EM L C B 42,597 54,266 11,669 3.91% $266.74K
VANGUARD INF T E 1,473 9,560 8,087 2.78% -$115.29K
State Street Navigator Securities Lending Portfolio II 262,422 684,877 422,455 1.93% $422.45K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
INVESCO S&P 500 QUALITY ETF MUTUAL FUND 35,521 33,421 -2,100 7.63% -$39.20K
Distillate U.S. Fundamental Stability & Value ETF 31,800 21,710 -10,090 3.65% -$610.34K
Janus Henderson Mortgage-Backed Securities ETF 31,825 27,213 -4,612 3.46% -$226.78K
ISHARES MSCI EMERGING MARKETS ASIA ETF 12,770 10,803 -1,967 3.34% -$97.90K
State Street Navigator Securities Lending Government Money Market Portfolio 4,292,636 905,053 -3,387,583 2.55% -$3.39M
SCHWAB INTERMEDIATE TERM U S TREASURY ETF 72,985 35,575 -37,410 2.49% -$947.12K
State Street SPDR S&P Bank ETF 17,159 10,979 -6,180 1.98% -$386.06K
Vanguard International Equity Index Funds FTSE EUROPE ETF 15,029 6,927 -8,102 1.70% -$711.42K
Franklin Templeton ETF Trust FTSE JAPAN ETF 12,547 6,880 -5,667 0.74% -$196.98K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Madison Core Bond Fund 1,901,553 1,901,553 0 48.25% -$190.16K
Madison Large Cap Fund 39,275 39,275 0 3.34% $34.96K
iShares 5-10 Year Investment Grade Corporate Bond ETF 20,289 20,289 0 3.05% -$14.61K
ISHARES CORE S+P SMALL CAP ETF ISHARES CORE S+P SMALL CAP E 5,991 5,991 0 2.31% $60.33K

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