Madison Funds Mutual Funds List
Here you can find all mutual funds issued by Madison Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 13
- Avg. Expense Ratio
- 0.89%
- Avg. 1 Year Return
- 9.58%
- Avg. 5 Year Return
- 3.90%
- Median Risk/Return Score
- 27 / 100
Madison Funds Mutual Funds List
13 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Madison Dividend Income Fund | Large Cap Value Equities | Dec 18, 1986 | 0.91% | 6.67% | 9.66% | 11.76% | 23 | ||||||||
| Madison Small Cap Fund | Small Cap Blend Equities | Dec 16, 1996 | 1.10% | 7.53% | -2.49% | 9.35% | 6 | ||||||||
| Madison Tax-Free National Fund | Municipal Bonds | Dec 29, 1982 | 0.76% | 0.89% | 1.47% | 2.70% | 73 | ||||||||
| Madison Mid Cap Fund | Mid Cap Blend Equities | Jul 21, 1983 | 0.95% | -1.31% | 10.45% | 3.41% | 3 | ||||||||
| Madison Aggressive Allocation Fund | Diversified Portfolio | Jun 29, 2006 | 0.71% | 11.31% | 7.64% | 5.54% | 50 | ||||||||
| Madison Diversified Income Fund | Diversified Portfolio | Dec 28, 1997 | 1.11% | 3.55% | 6.50% | 4.42% | 44 | ||||||||
| Madison Core Bond Fund | Intermediate Core Bond | Dec 29, 1997 | 0.85% | 0.01% | 1.60% | 3.49% | 19 | ||||||||
| Madison Conservative Allocation Fund | Diversified Portfolio | Jun 29, 2006 | 0.71% | 4.85% | 4.25% | 2.57% | 47 | ||||||||
| Madison Covered Call & Equity Income Fund | Derivative Income | Oct 29, 2009 | 1.01% | 6.44% | 8.20% | 8.13% | 50 | ||||||||
| Madison Mid Cap A | Mid Cap Blend Equities | Feb 7, 2013 | 1.39% | -1.43% | 9.98% | 3.44% | 3 | ||||||||
| Madison High Quality Bond Fund | Short-Term Bond | May 1, 2000 | 0.50% | 0.08% | 1.40% | 3.47% | 27 | ||||||||
| Madison Investors Fund | Large Cap Blend Equities | Nov 1, 1978 | 0.91% | 5.14% | 12.55% | 6.94% | 9 | ||||||||
| Madison Moderate Allocation Fund | Diversified Portfolio | Jun 29, 2006 | 0.71% | 8.45% | 6.37% | 5.65% | 50 |
Explore top Madison Funds Mutual Fund Categories and Asset Classes
Madison Funds Equity Mutual fundsMadison Funds Multi-Asset Mutual fundsMadison Funds Bond Mutual fundsMadison Funds Diversified Portfolio Mutual fundsMadison Funds Mid Cap Blend Equities Mutual fundsMadison Funds Derivative Income Mutual fundsMadison Funds Intermediate Core Bond Mutual fundsMadison Funds Large Cap Blend Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Madison Funds Mutual funds by Risk/Return Score
The top Madison Funds Mutual funds by PortfoliosLab Risk/Return Score are GTFHX (73) and MMDAX (50).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Madison Tax-Free National Fund | 73 | — | Dec 1982 | |
| Madison Moderate Allocation Fund | 50 | — | Jun 2006 | |
| Madison Aggressive Allocation Fund | 50 | — | Jun 2006 | |
| Madison Covered Call & Equity Income Fund | 50 | — | Oct 2009 | |
| Madison Conservative Allocation Fund | 47 | — | Jun 2006 |
Best-Performing Madison Funds Mutual funds Over 5 Years
The top Madison Funds Mutual funds is MINVX (8.92%).
Across the lineup, Madison Funds Mutual funds show an average 1-year return of 9.58% and an average 5-year return of 3.90%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Madison Investors Fund | 8.92% | — | Nov 1978 | |
| Madison Mid Cap Fund | 6.64% | — | Jul 1983 | |
| Madison Covered Call & Equity Income Fund | 6.25% | — | Oct 2009 | |
| Madison Mid Cap A | 6.19% | — | Feb 2013 | |
| Madison Aggressive Allocation Fund | 5.21% | — | Jun 2006 |
Lowest-Cost Madison Funds Mutual funds
The top Madison Funds Mutual funds is MIIBX (0.50%).
With an average expense ratio of 0.89%, Madison Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Madison High Quality Bond Fund | 0.50% | — | May 2000 | |
| Madison Moderate Allocation Fund | 0.71% | — | Jun 2006 | |
| Madison Conservative Allocation Fund | 0.71% | — | Jun 2006 | |
| Madison Aggressive Allocation Fund | 0.71% | — | Jun 2006 | |
| Madison Tax-Free National Fund | 0.76% | — | Dec 1982 |
Highest-Yield Madison Funds Mutual funds
The top Madison Funds Mutual funds is BHBFX (11.76%).
Across the lineup, Madison Funds Mutual funds show an average dividend yield of 5.45%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Madison Dividend Income Fund | 11.76% | — | Dec 1986 | |
| Madison Small Cap Fund | 9.35% | — | Dec 1996 | |
| Madison Covered Call & Equity Income Fund | 8.13% | — | Oct 2009 | |
| Madison Investors Fund | 6.94% | — | Nov 1978 | |
| Madison Moderate Allocation Fund | 5.65% | — | Jun 2006 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
MAGSX vs. QQQMAGSX vs. VOOMAGSX vs. SPYMAGSX vs. XLGMAGSX vs. FNGSGTSGX vs. FMIMXGTSGX vs. FAMEXGTSGX vs. VLIFXGTSGX vs. TGVFXGTSGX vs. ACMVXBHBFX vs. KNGBHBFX vs. QQQBHBFX vs. MBLAXBHBFX vs. GQHPXBHBFX vs. MIIBXMENYX vs. JQUAMENYX vs. TCBIXMENYX vs. BXMXMENYX vs. SCJIXMENYX vs. BMCIXBVAOX vs. SCMIXBVAOX vs. VOOBVAOX vs. MIIBXBVAOX vs. MBLAXBVAOX vs. IPSIXMBOAX vs. MBLAXMBOAX vs. QDVBXMBOAX vs. MIIBXMBOAX vs. FEDUXMBOAX vs. DFXIXMINVX vs. SWPPXMINVX vs. AMAGXMINVX vs. VTWOMINVX vs. SCHGMINVX vs. MIIBXGTFHX vs. MBLAXGTFHX vs. MIIBXGTFHX vs. FGNSXGTFHX vs. NMTRXGTFHX vs. TFCYXMCNAX vs. CFAIXMCNAX vs. LQDMCNAX vs. ARCCMCNAX vs. JEPIMCNAX vs. MBLAXMMDAX vs. VINIXMMDAX vs. MIIBXMMDAX vs. MBLAXMMDAX vs. MERAXMMDAX vs. FYMIX