Madison Moderate Allocation FundMMDCX
Type
Mutual fund
Peer group
Allocation
Net assets
$86.2M
Expense ratio
—
1-year return
-3.9%
3 years, a year
-10.0%
5 years, a year
-8.5%
Holdings
18
What it aims to do.
"The Madison Moderate Allocation Fund (the ""Fund"") seeks capital appreciation, income and moderated market risk."
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Madison Core Bond Fund | 28.86% |
| Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf | 12.17% |
| State Street Global Advisors | 8.10% |
| Vanguard FTSE All-World ex-US ETF | 7.23% |
| Madison Large Cap Fund | 6.35% |
| iShares MSCI Emerging Markets Asia ETF | 6.25% |
| Distillate US Fundamental Stability & Value ETF | 6.13% |
| iShares Core S&P U.S. Growth ETF | 5.37% |
| Vanguard Information Technology ETF | 4.73% |
| State Street SPDR S&P Bank ETF | 4.02% |
More on MMDCX.
- MMDCX overview
- MMDCX holdings
- MMDCX risk
- MMDCX costs
- MMDCX money in and out
- MMDCX share classes
- Compare MMDCX with other funds
Returns after fees, from the fund's SEC filings up to Jan 2025. Past returns are not a promise. Not financial advice.