Madison Mutual Funds List
Here you can find all mutual funds issued by Madison 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
- 0.92%
- Avg. 1 Year Return
- 8.72%
- Avg. 5 Year Return
- 4.10%
- Median Risk/Return Score
- 30 / 100
Madison Mutual Funds List
3 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 Tax-Free National Fund | Municipal Bonds | Dec 29, 1982 | 0.76% | 0.34% | 1.28% | 2.75% | 77 | ||||||||
| Madison Core Bond Fund | Intermediate Core Bond | Dec 29, 1997 | 0.85% | -0.46% | 1.38% | 3.55% | 17 | ||||||||
| Madison High Quality Bond Fund | Short-Term Bond | May 1, 2000 | 0.50% | 0.03% | 1.33% | 3.56% | 30 |
Explore top Madison Mutual Fund Categories and Asset Classes
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 Mutual funds by Risk/Return Score
The top Madison Mutual funds by PortfoliosLab Risk/Return Score are GTFHX (77) and BHBFX (58).
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 | 77 | — | Dec 1982 | |
| Madison Dividend Income Fund | 58 | — | Dec 1986 | |
| Madison Diversified Income Fund | 56 | — | Dec 1997 | |
| Madison Moderate Allocation Fund | 55 | — | Jun 2006 | |
| Madison Aggressive Allocation Fund Class A | 52 | — | Jun 2006 |
Best-Performing Madison Mutual funds Over 5 Years
The top Madison Mutual funds is MINVX (8.41%).
Across the lineup, Madison Mutual funds show an average 1-year return of 8.72% and an average 5-year return of 4.10%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Madison Investors Fund | 8.41% | — | Nov 1978 | |
| Madison Mid Cap Fund | 7.98% | — | Jul 1983 | |
| Madison Mid Cap A | 7.53% | — | Feb 2013 | |
| Madison Covered Call & Equity Income Fund | 6.38% | — | Oct 2009 | |
| Madison Dividend Income Fund | 6.19% | — | Dec 1986 |
Lowest-Cost Madison Mutual funds
The top Madison Mutual funds is MIIBX (0.50%).
With an average expense ratio of 0.92%, Madison 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 Conservative Allocation Fund | 0.71% | — | Jun 2006 | |
| Madison Moderate Allocation Fund | 0.71% | — | Jun 2006 | |
| Madison Tax-Free National Fund | 0.76% | — | Dec 1982 | |
| Madison Core Bond Fund | 0.85% | — | Dec 1997 |
Highest-Yield Madison Mutual funds
The top Madison Mutual funds is BHBFX (11.11%).
Across the lineup, Madison Mutual funds show an average dividend yield of 5.39%, 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 | 11.11% | — | Dec 1986 | |
| Madison Small Cap Fund | 9.28% | — | Dec 1996 | |
| Madison Covered Call & Equity Income Fund | 8.32% | — | Oct 2009 | |
| Madison Investors Fund | 6.85% | — | Nov 1978 | |
| Madison Moderate Allocation Fund | 5.69% | — | Jun 2006 |
Top Mutual funds Issuers
Fidelity · 973 Mutual fundsBlackRock · 356 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.