Morningstar

Madison Investment Mutual Funds

View all of Madison Investment’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Madison Investment Funds List

Share Class Type

1 to 25 of 41 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Madison Mid Cap AMERAXMid-Cap Blend12.24%701.390%HighFront Load$1,000
Madison Mid Cap IMDCIXMid-Cap Blend12.68%640.840%AverageInstitutional$250,000
Madison Mid Cap R6MMCRXMid-Cap Blend12.70%640.760%AverageRetirement, Large$500,000
Madison Mid Cap YGTSGXMid-Cap Blend12.56%660.940%Above AverageInstitutional$1,000
Madison Core Bond IMBOIXIntermediate Core Bond4.92%560.500%Above AverageInstitutional$250,000
Madison Core Bond R6MBORXIntermediate Core Bond4.87%610.420%AverageRetirement, Large$500,000
Madison Core Bond YMBOYXIntermediate Core Bond4.83%640.600%HighInstitutional$1,000
Madison Covered Call & Equity Income AMENAXDerivative Income5.45%1001.300%Below AverageFront Load$1,000
Madison Covered Call & Equity Income IMENIXDerivative Income5.71%961.000%LowInstitutional$250,000
Madison Covered Call & Equity Income R6MENRXDerivative Income5.79%960.920%AverageRetirement, Large$500,000
Madison Covered Call & Equity Income YMENYXDerivative Income5.60%971.050%Below AverageInstitutional$1,000
Madison Investors AMNVAXLarge Blend16.67%771.160%Above AverageFront Load$1,000
Madison Investors IMIVIXLarge Blend16.98%750.810%Above AverageInstitutional$250,000
Madison Investors R6MNVRXLarge Blend17.05%750.730%Above AverageRetirement, Large$500,000
Madison Investors YMINVXLarge Blend16.92%750.910%HighInstitutional$1,000
Madison Conservative Allocation AMCNAXConservative Allocation7.49%500.990%Below AverageFront Load$1,000
Madison Core Bond AMBOAXIntermediate Core Bond4.51%890.850%Above AverageFront Load$1,000
Madison Covered Call & Equity Income CMENCXDerivative Income4.83%1002.050%Below AverageLevel Load$1,000
Madison Dividend Income R6MADRXLarge Value9.13%960.730%AverageInstitutional$500,000
Madison Small Cap AMASMXSmall Blend16.92%61.350%Above AverageFront Load$1,000
Madison Aggressive Allocation AMAGSXModerately Aggressive Allocation11.87%791.000%AverageFront Load$1,000
Madison Aggressive Allocation CMAACXModerately Aggressive Allocation11.25%851.750%Above AverageLevel Load$1,000
Madison Conservative Allocation CMCOCXConservative Allocation6.95%771.740%AverageLevel Load$1,000
Madison Diversified Income AMBLAXModerate Allocation6.30%981.110%Above AverageFront Load$1,000
Madison Diversified Income CMBLCXModerate Allocation5.76%981.860%Above AverageLevel Load$1,000

Madison Investment Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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