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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.


Issuer is Madison Funds
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 FundLarge Cap Value EquitiesDec 18, 19860.91%
5.30%
9.64%
11.38%
29
Madison Small Cap FundSmall Cap Blend EquitiesDec 16, 19961.10%
0.10%
-2.73%
10.05%
6
Madison Tax-Free National FundMunicipal BondsDec 29, 19820.76%
-0.51%
1.39%
2.42%
45
Madison Mid Cap FundMid Cap Blend EquitiesJul 21, 19830.95%
-4.35%
10.15%
3.52%
6
Madison Aggressive Allocation FundDiversified PortfolioJun 29, 20060.71%
-0.17%
6.64%
6.18%
36
Madison Diversified Income FundDiversified PortfolioDec 28, 19971.11%
1.45%
6.42%
3.96%
46
Madison Core Bond FundIntermediate Core BondDec 29, 19970.85%
-0.46%
1.67%
3.12%
38
Madison Conservative Allocation FundDiversified PortfolioJun 29, 20060.71%
-0.98%
3.78%
2.37%
47
Madison Covered Call & Equity Income FundDerivative IncomeOct 29, 20091.01%
3.70%
8.17%
6.75%
41
Madison Mid Cap AMid Cap Blend EquitiesFeb 7, 20131.39%
-4.42%
9.67%
3.55%
5
Madison High Quality Bond FundShort-Term BondMay 1, 20000.50%
-0.85%
1.33%
2.63%
54
Madison Investors FundLarge Cap Blend EquitiesNov 1, 19780.91%
-2.68%
11.92%
7.50%
6
Madison Moderate Allocation FundDiversified PortfolioJun 29, 20060.71%
-0.80%
5.57%
6.17%
42

Rows per page

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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.

0%Annualized Volatility0%Annualized Return

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