Madison Funds Financials
| MENIX Fund | USD 9.97 0.03 0.30% |
Madison |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Madison Funds Fund Summary
Madison Funds competes with Ab Select, Cutler Equity, Vanguard Equity, Balanced Fund, and Calamos Global. 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.Specialization | Derivative Income, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Madison Funds |
| Mutual Fund Category | Derivative Income |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Madison Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Madison Funds's current stock value. Our valuation model uses many indicators to compare Madison Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Madison Funds competition to find correlations between indicators driving Madison Funds's intrinsic value. More Info.Madison Funds is number one fund in annual yield among similar funds. It also is number one fund in net asset among similar funds making up about 3,407,575,979 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Madison Funds' earnings, one of the primary drivers of an investment's value.Madison Funds Systematic Risk
Madison Funds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Madison Funds volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Madison Funds correlated with the market. If Beta is less than 0 Madison Funds generally moves in the opposite direction as compared to the market. If Madison Funds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Madison Funds is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Madison Funds is generally in the same direction as the market. If Beta > 1 Madison Funds moves generally in the same direction as, but more than the movement of the benchmark.
Madison Funds November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Madison Funds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Madison Funds . We use our internally-developed statistical techniques to arrive at the intrinsic value of Madison Funds based on widely used predictive technical indicators. In general, we focus on analyzing Madison Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Madison Funds's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4329 | |||
| Information Ratio | (0.34) | |||
| Maximum Drawdown | 1.42 | |||
| Value At Risk | (0.60) | |||
| Potential Upside | 0.5056 |
Other Information on Investing in Madison Mutual Fund
Madison Funds 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 Funds security.
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