MINVX Mutual Fund

MINVX Mutual Fund (Madison Investors Fund Cl Y) is managed by Madison Funds with $108.1M in net assets. MINVX expense ratio is 0.91%, holding 31 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1978-11-01.

MINVX performance shows a YTD return of 9.68%. The 1-year return is 13.89% and the 5-year return is 8.56%. MINVX dividend yield stands at 0.38%, paid annually.

MINVX top holdings include Alphabet Inc. C (7.0%), Texas Instrument Inc (6.0%), Keysight Technologies Inc. (5.8%), Arch Capital Group Ltd. (5.5%), Amazon.Com Inc (5.4%). Go to all MINVX holdings, MINVX sectors, or MINVX dividends.

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