MMDAX : Madison Moderate Allocation Fund Class A

MMDAX is a Allocation Market All-In-One with MODERATE fees.

MMDAX

Madison Moderate Allocation Fund Class A

FI Score

39 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

39% FI Score
  • mmdax
  • Mutual Fund
  • Allocation
  • All-In-One

Madison Moderate Allocation Fund Class A

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks capital appreciation, income and moderated market risk. The fund invests primarily in shares of other registered investment companies (the "underlying funds"). Under normal circumstances, the fund's 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% equity investments and 40% fixed income investments.

Largest Holdings

Amount Holding
11.52% Madison Investors R6
11.12% Madison Core Bond Y
10.82% Madison Dividend Income Y
9.97% Vanguard Short-Term Corporate Bond ETF
8.79% Baird Aggregate Bond Inst
8.76% Vanguard Information Technology ETF
5.52% Vanguard Short-Term Treasury ETF
4.37% iShares 20+ Year Treasury Bond ETF
4.19% iShares Edge MSCI Min Vol EAFE ETF
3.90% Vanguard Health Care ETF
3.37% Madison Mid Cap R6
2.79% iShares MSCI China ETF
1.65% JPMorgan BetaBuilders Japan ETF
1.07% VanEck Vectors Gold Miners ETF
0.99% SPDR® S&P Emerging Asia Pacific ETF

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