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 $94.8M in net assets. MBLAX expense ratio is 1.13%, holding 15 positions across sectors including Financials. Inception date: 1997-12-29.
MBLAX performance shows a YTD return of 5.67%. The 1-year return is 7.00% and the 5-year return is 0.54%. MBLAX dividend yield stands at 4.34%, paid monthly.
MBLAX top holdings include Madison Dividend Value ETF (20.8%), Madison Short-Term Strategic Income Etf (17.9%), Madison Aggregate Bond ETF (16.9%), MADISON COVERED CALL ETF (11.8%), Spdr Ser Tr Portfli High Yld (11.1%). 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.