MBLAX Mutual Fund
MBLAX Mutual Fund
MBLAX Mutual Fund
Madison Diversified Income Fund Class A
MBLAX Mutual Fund Overview
MBLAX Mutual Fund (Madison Diversified Income Fund Class A) is managed by Madison Funds with $99.3M in net assets. MBLAX expense ratio is 1.13%, holding 16 positions across sectors including Financials. Inception date: 1997-12-29.
MBLAX performance shows a YTD return of 4.32%. The 1-year return is 7.61% and the 5-year return is 3.00%. MBLAX dividend yield stands at 4.11%, paid monthly.
MBLAX top holdings include Madison Dividend Value ETF (21.6%), Madison Short-Term Strategic Income Etf (17.7%), Madison Aggregate Bond ETF (16.8%), MADISON COVERED CALL ETF (11.7%), Spdr Ser Tr Portfli High Yld (10.9%). Go to all MBLAX holdings, MBLAX sectors, or MBLAX dividends.
MBLAX can be compared against other funds. Use MBLAX overlap to find shared positions, or MBLAX vs another fund for a side-by-side view. MBLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.