Madison Moderate is trading at 11.48 as of the 17th of January 2026; that is 0.26% down since the beginning of the trading day. The fund's open price was 11.51. Madison Moderate has less than a 17 % 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 18th of December 2025 and ending today, the 17th of January 2026. Click here to learn more.
The fund invests primarily in shares of other registered investment companies . Under normal circumstances, the funds total net assets will be allocated among various asset classes and underlying funds, including those whose shares trade on a stock exchange, with target allocations over time of approximately 60 percent equity investments and 40 percent fixed income investments.. More on Madison Moderate Allocation
Madison Moderate Allocation [MMDAX] is traded in USA and was established 17th of January 2026. Madison Moderate 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. This fund now has accumulated 87.52 M in assets with no minimum investment requirementsMadison Moderate All is currently producing year-to-date (YTD) return of 2.4% with the current yeild of 0.02%, while the total return for the last 3 years was 9.07%.
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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 Moderate Allocation 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 Moderate Allocation Mutual Fund Constituents
Other Information on Investing in Madison Mutual Fund
Madison Moderate 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 Moderate security.