MMDAX Mutual Fund

MMDAX Mutual Fund (Madison Moderate Allocation Fund Class A) is managed by Madison Funds with $87.2M in net assets. MMDAX expense ratio is 1.00%, holding 18 positions across sectors including Financials. Inception date: 2006-06-30.

MMDAX performance shows a YTD return of 7.98%. The 1-year return is 14.86% and the 5-year return is 4.29%. MMDAX dividend yield stands at 5.65%, paid annually.

MMDAX top holdings include Madison Core Bond Fund (28.5%), Invesco S&p 500 Quality ETF (11.7%), Distillate US Fundamental Stability & Value ETF (8.7%), Madison Large Cap Fund (6.5%), Vanguard Ftse Europe ETF (6.2%). Go to all MMDAX holdings, MMDAX sectors, or MMDAX dividends.

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