Madison Diversified Income Fund Ten Year Return
| MBLNXDelisted Fund | USD 14.96 0.00 0.00% |
Madison Diversified Income fundamentals help investors to digest information that contributes to Madison Diversified's financial success or failures. It also enables traders to predict the movement of Madison Mutual Fund. The fundamental analysis module provides a way to measure Madison Diversified's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Madison Diversified mutual fund.
Madison |
Madison Diversified Income Mutual Fund Ten Year Return Analysis
Madison Diversified's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Madison Diversified Ten Year Return | 7.15 % |
Most of Madison Diversified's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Madison Diversified Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Madison Diversified Income has a Ten Year Return of 7.15%. This is much higher than that of the Madison Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The ten year return for all United States funds is notably lower than that of the firm.
Madison Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Madison Diversified's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Madison Diversified could also be used in its relative valuation, which is a method of valuing Madison Diversified by comparing valuation metrics of similar companies.Madison Diversified is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Madison Diversified
The fund invests 68.66% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (28.16%) , cash (3.12%) and various exotic instruments.Asset allocation divides Madison Diversified's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Madison Fundamentals
| Price To Earning | 19.88 X | |||
| Price To Book | 2.93 X | |||
| Price To Sales | 2.16 X | |||
| Total Asset | 181.35 M | |||
| One Year Return | 4.10 % | |||
| Three Year Return | 5.67 % | |||
| Five Year Return | 5.56 % | |||
| Ten Year Return | 7.15 % | |||
| Net Asset | 181.35 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 3.12 % | |||
| Equity Positions Weight | 68.66 % | |||
| Bond Positions Weight | 28.16 % |
About Madison Diversified Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Madison Diversified Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Madison Diversified using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Madison Diversified Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Other Consideration for investing in Madison Mutual Fund
If you are still planning to invest in Madison Diversified check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Madison Diversified's history and understand the potential risks before investing.
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