MCNAX Mutual Fund

MCNAX Mutual Fund (Madison Conservative Allocation Fund Class A) is managed by Madison Funds with $33.4M in net assets. MCNAX expense ratio is 0.98%, holding 18 positions across sectors including Financials. Inception date: 2006-06-30.

MCNAX performance shows a YTD return of 4.32%. The 1-year return is 9.52% and the 5-year return is 2.18%. MCNAX dividend yield stands at 2.70%, paid quarterly.

MCNAX top holdings include Madison Core Bond Fund (48.0%), Invesco S&p 500 Quality ETF (7.6%), Distillate US Fundamental Stability & Value ETF (5.3%), Schwab Intermediate-term U.s. Treasury Etf (5.1%), Janus Henderson Mortgage-Backed Securities ETF (4.0%). Go to all MCNAX holdings, MCNAX sectors, or MCNAX dividends.

MCNAX can be compared against other funds. Use MCNAX overlap to find shared positions, or MCNAX vs another fund for a side-by-side view. MCNAX alternatives are available via the screener, along with tax-loss harvesting opportunities.