Madison Diversified Income Fund Quote
| MBLAX Fund | USD 12.89 0.01 0.08% |
PerformanceSolid
| Odds Of DistressLow
|
Madison Diversified is trading at 12.89 as of the 20th of July 2025; that is 0.08% up since the beginning of the trading day. The fund's open price was 12.88. Madison Diversified has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests primarily in shares of other registered investment companies. The fund will be diversified among several asset classes and its allocation among underlying funds will be based on an asset allocation model developed by the funds investment adviser. More on Madison Diversified Income
Moving together with Madison Mutual Fund
Madison Mutual Fund Highlights
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Madison Diversified Income [MBLAX] is traded in USA and was established 20th of July 2025. Madison Diversified is listed under Madison Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Madison Funds family. The entity is thematically classified as Conservative Funds. This fund now has accumulated 151.73 M in assets with no minimum investment requirementsMadison Diversified is currently producing year-to-date (YTD) return of 3.87% with the current yeild of 0.05%, while the total return for the last 3 years was 5.08%.
Check Madison Diversified Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Madison Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Madison Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Madison Diversified Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Madison Diversified Income Mutual Fund Constituents
| MCD | McDonalds | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| PX | P10 Inc | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| SLB | Schlumberger NV | Stock | Energy | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| NTRS | Northern Trust | Stock | Financials | |
| TEL | TE Connectivity | Stock | Information Technology |
Madison Diversified Risk Profiles
| Mean Deviation | 0.2576 | |||
| Semi Deviation | 0.0961 | |||
| Standard Deviation | 0.3567 | |||
| Variance | 0.1272 |
Madison Diversified Against Markets
Other Information on Investing in Madison Mutual Fund
Madison Diversified financial ratios help investors to determine whether Madison Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Madison with respect to the benefits of owning Madison Diversified security.
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