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Madison Target Retirement 2050 Fund - ULTRA SERIES FUND

Shareclass
Madison Target Retirement 2050 Fund Madison Target Retirement 2050 Fund Class I
Type
Other
Manager
ULTRA SERIES FUND
Filing
NPORT filing 31 Mar 2026
Target date
Madison Target Retirement Fund - ULTRA SERIES FUND
Fossil fuel exposure of 4.58% places the fund in the C tier, between 3% and 5.5% exposure.

Methodology
C
$1.63 MILLION
in fossil fuel investments
513
fossil fuel stocks found
4.58%
of assets flagged
Portfolio data as of 3/31/26
Investments in major fossil fuel companies
Permian Resources Corp
Carbon Underground 200Top 200 carbon reserves
$72,428
Diamondback Energy Inc
Carbon Underground 200Top 200 carbon reserves
$71,643
Shell PLC
Carbon Underground 200Top 200 carbon reserves
$63,167
Coterra Energy Inc
Carbon Underground 200Top 200 carbon reserves
$62,711
BHP Group Ltd
Carbon Underground 200Top 200 carbon reserves
$39,254
Expand Energy Corp
Carbon Underground 200Top 200 carbon reserves
$39,142
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
143
holdings
$735,704
invested
2.07%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
223
holdings
$323,226
invested
0.91%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
265
holdings
$1.3M
invested
3.67%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
47
holdings
$78,457
invested
0.22%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
284
holdings
$499,262
invested
1.41%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
513 holdings
513 holdings
  • 1. GE Vernova Inc
    Oil/gas industry
    $136,231
    0.38%
  • 2. Permian Resources Corp
    Carbon Underground 200Oil/gas industry
    $72,428
    0.2%
  • 3. Diamondback Energy Inc
    Carbon Underground 200Oil/gas industry
    $71,643
    0.2%
  • 4. Shell PLC
    Carbon Underground 200Oil/gas industry
    $63,167
    0.18%
  • 5. Coterra Energy Inc
    Carbon Underground 200Oil/gas industry
    $62,711
    0.18%
See all



Invest Your Values
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Madison Target Retirement 2050 Fund - ULTRA SERIES FUND 

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