MENAX Mutual Fund
MENAX Mutual Fund
Madison Covered Call & Equity Income Fund Class A
MENAX Mutual Fund Overview
MENAX Mutual Fund (Madison Covered Call & Equity Income Fund Class A) is managed by Madison Funds with $26.4M in net assets. MENAX expense ratio is 1.28%, holding 60 positions across sectors including Information Technology, Consumer Staples, Energy. Inception date: 2009-10-30.
MENAX performance shows a YTD return of -0.54%. The 1-year return is 5.45% and the 5-year return is 4.83%. MENAX dividend yield stands at 7.61%, paid quarterly.
MENAX top holdings include State Street Institutional US Government Money Market Fund (7.1%), Aes Corporation (6.6%), Transocean Ltd. (6.3%), Pepsico Inc_None_0 (6.0%), Conocophilips (5.4%). View all MENAX holdings, sector breakdown, or dividend history.
MENAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MENAX alternatives are available via the screener, along with tax-loss harvesting opportunities.