MADRX Mutual Fund

MADRX Mutual Fund (Madison Dividend Income Fund Class R6) is managed by Madison Funds with $2.1M in net assets. MADRX expense ratio is 0.73%, holding 37 positions across sectors including Financials, Energy, Industrials. Inception date: 2022-02-28.

MADRX performance shows a YTD return of 11.31%. The 1-year return is 15.96% and the 5-year return is 6.23%. MADRX dividend yield stands at 11.36%, paid quarterly.

MADRX top holdings include Johnson & Johnson - Common (4.9%), Exxon Mobil Corp. (4.9%), Chevron Corp (4.8%), Nextera Energy Inc (4.4%), Texas Instruments, Inc. (4.2%). Go to all MADRX holdings, MADRX sectors, or MADRX dividends.

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