Madison Moderate Allocation Fund (MMDAX) Alternatives
Madison Moderate Allocation Fund (MMDAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MMDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MMDAX
MMDAX charges 0.71% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MMDAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MMDAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MMDAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MMDAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | MMDAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MMDAX vs BWBIX |
Best Risk-Adjusted Alternatives to MMDAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | MMDAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MMDAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MMDAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MMDAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MMDAX vs PMAIX |
Top Performing MMDAX Alternatives (YTD)
MMDAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | MMDAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MMDAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MMDAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MMDAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MMDAX vs CONWX |
Lowest Volatility Alternatives to MMDAX
MMDAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | MMDAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MMDAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MMDAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MMDAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MMDAX vs SICIX |
Lowest Drawdown Alternatives to MMDAX
MMDAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | MMDAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MMDAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MMDAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MMDAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MMDAX vs SICIX |
Other Mutual Funds from Madison Funds
Most popular Madison Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Madison Aggressive Allocation Fund | Diversified Portfolio | 31 | -3.24% | Jun 29, 2006 | MMDAX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | MMDAX vs GTSGX | |
| Madison Investors Fund | Large Cap Blend Equities | 5 | -5.07% | Nov 1, 1978 | MMDAX vs MINVX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 50 | 4.35% | Oct 29, 2009 | MMDAX vs MENYX | |
| Madison Small Cap Fund | Small Cap Blend Equities | 4 | -2.62% | Dec 16, 1996 | MMDAX vs BVAOX | |
| Madison Dividend Income Fund | Large Cap Value Equities | 34 | 4.89% | Dec 18, 1986 | MMDAX vs BHBFX | |
| Madison Tax-Free National Fund | Municipal Bonds | 56 | -0.51% | Dec 29, 1982 | MMDAX vs GTFHX | |
| Madison Core Bond Fund | Intermediate Core Bond | 50 | -0.36% | Dec 29, 1997 | MMDAX vs MBOAX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 46 | -1.76% | Jun 29, 2006 | MMDAX vs MCNAX | |
| Madison Diversified Income Fund | Diversified Portfolio | 55 | 1.38% | Dec 28, 1997 | MMDAX vs MBLAX |
Often Compared With MMDAX
What investors most often compare with MMDAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Sh... | Large Cap Blend Equities | 46 | -7.06% | Jul 31, 1990 | MMDAX vs VINIX | |
| Madison High Quality Bond Fund | Short-Term Bond | 84 | -0.09% | May 1, 2000 | MMDAX vs MIIBX |
Compare MMDAX with Any Fund or Stock
Compare MMDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.