Madison Moderate Allocation Fund Manager Performance Evaluation
| MMDAX Fund | USD 11.53 0.03 0.26% |
The fund secures a Beta (Market Risk) of -0.0077, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Madison Moderate are expected to decrease at a much lower rate. During the bear market, Madison Moderate is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Madison Moderate Allocation are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Madison Moderate may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Madison Asset Allocation Funds Q3 2025 Investment Strategy Letter - Seeking Alpha | 11/24/2025 |
2 | Madison Moderate Allocation Fund Q3 2025 Investment Strategy Letter - Seeking Alpha | 11/25/2025 |
| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.0000 |
Madison |
Madison Moderate Relative Risk vs. Return Landscape
If you would invest 1,060 in Madison Moderate Allocation on November 7, 2025 and sell it today you would earn a total of 93.00 from holding Madison Moderate Allocation or generate 8.77% return on investment over 90 days. Madison Moderate Allocation is currently producing 0.1425% returns and takes up 0.6766% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Madison, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Madison Moderate Current Valuation
Overvalued
Today
Please note that Madison Moderate's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Madison Moderate All secures a last-minute Real Value of $11.28 per share. The latest price of the fund is $11.53. We determine the value of Madison Moderate All from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Madison Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Madison Mutual Fund. However, Madison Moderate's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.53 | Real 11.28 | Hype 11.54 | Naive 11.45 |
The intrinsic value of Madison Moderate's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Madison Moderate's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Madison Moderate Allocation helps investors to forecast how Madison mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Madison Moderate more accurately as focusing exclusively on Madison Moderate's fundamentals will not take into account other important factors: Madison Moderate Target Price Odds to finish over Current Price
The tendency of Madison Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.53 | 90 days | 11.53 | about 7.03 |
Based on a normal probability distribution, the odds of Madison Moderate to move above the current price in 90 days from now is about 7.03 (This Madison Moderate Allocation probability density function shows the probability of Madison Mutual Fund to fall within a particular range of prices over 90 days) .
Madison Moderate Price Density |
| Price |
Predictive Modules for Madison Moderate
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Madison Moderate All. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Madison Moderate Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Madison Moderate is not an exception. The market had few large corrections towards the Madison Moderate's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Madison Moderate Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Madison Moderate within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | -0.0077 | |
σ | Overall volatility | 0.38 | |
Ir | Information ratio | 0.08 |
Madison Moderate Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Madison Moderate for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Madison Moderate All can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 10.75% of its assets in cash |
Madison Moderate Fundamentals Growth
Madison Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Madison Moderate, and Madison Moderate fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Madison Mutual Fund performance.
| Price To Earning | 18.65 X | ||||
| Price To Book | 2.19 X | ||||
| Price To Sales | 1.49 X | ||||
| Total Asset | 87.52 M | ||||
About Madison Moderate Performance
Evaluating Madison Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Madison Moderate has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Madison Moderate has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Madison Moderate All performance evaluation
Checking the ongoing alerts about Madison Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Madison Moderate All help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 10.75% of its assets in cash |
- Analyzing Madison Moderate's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Madison Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Madison Moderate's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Madison Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Madison Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Madison Moderate's mutual fund. These opinions can provide insight into Madison Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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