Madison Ered Call Fund Quote
| MENYX Fund | USD 9.02 0.02 0.22% |
PerformanceVery Weak
| Odds Of DistressLow
|
Madison Covered is trading at 9.02 as of the 30th of May 2025; that is 0.22% down since the beginning of the trading day. The fund's open price was 9.04. Madison Covered has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of March 2025 and ending today, the 30th of May 2025. Click here to learn more.
The fund invests, under normal conditions, primarily in common stocks of large- and mid-capitalization issuers that are, in the view of the funds investment adviser, selling at a reasonable price in relation to their long-term earnings growth rates. It will invest at least 80 percent of its net assets in common stocks, with at least 65 percent of this amount invested in common stocks of large capitalization issuers that meet the funds selection criteria.. More on Madison Ered Call
Moving together with Madison Mutual Fund
Madison Mutual Fund Highlights
| Fund Concentration | Madison Funds, Large Funds, Derivative Income Funds, Derivative Income, Madison Funds, Large Blend, Derivative Income (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Madison Ered Call [MENYX] is traded in USA and was established 30th of May 2025. Madison Covered is listed under Madison Funds category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of Madison Funds family. This fund now has accumulated 221.2 M in assets with no minimum investment requirementsMadison Ered Call is currently producing year-to-date (YTD) return of 0.21% with the current yeild of 0.08%, while the total return for the last 3 years was 4.88%.
Check Madison Covered 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 Ered Call 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 Ered Call Mutual Fund Constituents
| LVS | Las Vegas Sands | Stock | Consumer Discretionary | |
| CIEN | Ciena Corp | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| AA | Alcoa Corp | Stock | Materials | |
| GILD | Gilead Sciences | Stock | Health Care | |
| BIIB | Biogen Inc | Stock | Health Care | |
| CVS | CVS Health Corp | Stock | Health Care | |
| BDX | Becton Dickinson and | Stock | Health Care |
Madison Ered Call Risk Profiles
| Mean Deviation | 0.9516 | |||
| Standard Deviation | 1.57 | |||
| Variance | 2.47 | |||
| Risk Adjusted Performance | (0.02) |
Madison Covered Against Markets
Other Information on Investing in Madison Mutual Fund
Madison Covered 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 Covered security.
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