MFSYX Mutual Fund

MFSYX Mutual Fund

NAV$11.21
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Fund Essentials

Net Assets
$20,869.25
Expense Ratio
0.91%
Dividend Yield (Current)
0.63%
Holdings
34
Inception Date
Dec 31, 2021
Fund Family
Madison Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.78%
1 Year+14.43%
3 Year+8.61%

Asset Allocation

Stocks: 98.51%
Cash: 1.49%
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Dividend Summary

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Dividend Yield (Current)
0.63%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MFSYX Mutual Fund Overview

MFSYX Mutual Fund (Madison Sustainable Equity Fund Class Y) is managed by Madison Funds with $20,869.25 in net assets. MFSYX expense ratio is 0.91%, holding 34 positions across various sectors. Inception date: 2021-12-31.

MFSYX performance shows a YTD return of 2.78%. The 1-year return is 14.43%. MFSYX dividend yield stands at 0.63%, paid annually.

MFSYX top holdings include a diversified portfolio. Go to all MFSYX holdings, MFSYX sectors, or MFSYX dividends.

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