Madison Investors is trading at 29.38 as of the 19th of July 2025; that is 0.17% down since the beginning of the trading day. The fund's open price was 29.43. Madison Investors has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 19th of June 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in the securities of large-cap companies. It may also invest up to 35 percent of its assets in foreign securities . To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.. More on Madison Investors Fund
Madison Investors Fund [MINVX] is traded in USA and was established 19th of July 2025. Madison Investors is listed under Madison Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Madison Funds family. This fund now has accumulated 353.96 M in assets with minimum initial investment of 1 K. Madison Investors is currently producing year-to-date (YTD) return of 0.45% with the current yeild of 0.01%, while the total return for the last 3 years was 14.62%.
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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 Investors Fund 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 Investors Fund Mutual Fund Constituents
Other Information on Investing in Madison Mutual Fund
Madison Investors 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 Investors security.