MIIRX Mutual Fund

MIIRX Mutual Fund

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Fund Essentials - as of Apr 30, 2026

Net Assets
$12M
Expense Ratio
0.41%
Dividend Yield (Current)
3.63%
Holdings
52
Inception Date
Feb 28, 2022
Fund Family
Madison Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD-0.21%
1 Year+2.26%
3 Year+4.02%
5 Year+1.06%
10 Year+1.41%

Asset Allocation

Bonds: 98.81%
Cash: 1.19%
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Top Holdings

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TickerNameWeight
T 4.875 10/31/28United States Treasury Note 2028-10-314.07%
T 4 02/29/28United States Treasury Notes 2028-02-293.99%
T 4 06/30/28United States Treasury Note/Bond 4 06/30/20283.99%
T 3.625 05/31/28Us Treasury N/B3.96%
T 4.375 11/30/30Us Treasury N/B 2030-11-303.83%
Top 10 Concentration: 38.55%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.63%
Frequency
Quarterly

Peer Comparison

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

MIIRX Mutual Fund Overview

MIIRX Mutual Fund (Madison High Quality Bond Fund Class I) is managed by Madison Funds with $12.3M in net assets. MIIRX expense ratio is 0.41%, holding 52 positions across sectors including Financials, Consumer Staples, Health Care. Inception date: 2022-02-28.

MIIRX performance shows a YTD return of -0.21%. The 1-year return is 2.26% and the 5-year return is 1.06%. MIIRX dividend yield stands at 3.63%, paid quarterly.

MIIRX top holdings include United States Treasury Note 2028-10-31 (4.1%), United States Treasury Notes 2028-02-29 (4.0%), United States Treasury Note/Bond 4 06/30/2028 (4.0%), Us Treasury N/B (4.0%), Us Treasury N/B 2030-11-30 (3.8%). Go to all MIIRX holdings, MIIRX sectors, or MIIRX dividends.

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