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Morningstar

Madison Investment Mutual Funds

View all of Madison Investment’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Madison Investment Funds List

Share Class Type

1 to 25 of 41 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Madison Investors IMIVIXLarge Blend9.61%600.810%Above AverageInstitutional$250,000
Madison Investors R6MNVRXLarge Blend8.79%590.730%Above AverageRetirement, Large$500,000
Madison Mid Cap AMERAXMid-Cap Blend5.95%741.390%HighFront Load$1,000
Madison Mid Cap IMDCIXMid-Cap Blend6.11%720.840%AverageInstitutional$250,000
Madison Mid Cap R6MMCRXMid-Cap Blend6.13%710.760%AverageRetirement, Large$500,000
Madison Mid Cap YGTSGXMid-Cap Blend5.48%730.940%Above AverageInstitutional$1,000
Madison Core Bond IMBOIXIntermediate Core Bond−1.18%400.500%AverageInstitutional$250,000
Madison Core Bond R6MBORXIntermediate Core Bond−1.26%460.420%AverageRetirement, Large$500,000
Madison Core Bond YMBOYXIntermediate Core Bond−1.21%460.600%HighInstitutional$1,000
Madison Covered Call & Equity Income AMENAXDerivative Income2.35%911.300%Below AverageFront Load$1,000
Madison Covered Call & Equity Income CMENCXDerivative Income2.05%912.050%Below AverageLevel Load$1,000
Madison Covered Call & Equity Income IMENIXDerivative Income2.44%901.000%LowInstitutional$250,000
Madison Covered Call & Equity Income R6MENRXDerivative Income2.50%900.920%Below AverageRetirement, Large$500,000
Madison Covered Call & Equity Income YMENYXDerivative Income2.44%901.050%Below AverageInstitutional$1,000
Madison Investors AMNVAXLarge Blend9.45%611.160%Above AverageFront Load$1,000
Madison Investors YMINVXLarge Blend9.59%600.910%HighInstitutional$1,000
Madison Conservative Allocation AMCNAXConservative Allocation1.60%420.990%Below AverageFront Load$1,000
Madison Core Bond AMBOAXIntermediate Core Bond−1.73%570.850%Above AverageFront Load$1,000
Madison Diversified Income AMBLAXModerate Allocation1.20%991.110%Above AverageFront Load$1,000
Madison Small Cap IMSCIXSmall Blend11.89%21.000%Above AverageInstitutional$250,000
Madison Small Cap R6MSCRXSmall Blend12.65%20.920%Above AverageRetirement, Large$500,000
Madison Small Cap YBVAOXSmall Blend12.60%21.100%HighInstitutional$1,000
Madison Tax-Free National YGTFHXMuni National Interm—−0.72%940.760%HighInstitutional$1,000
Madison Aggressive Allocation AMAGSXModerately Aggressive Allocation4.97%771.000%AverageFront Load$1,000
Madison Aggressive Allocation CMAACXModerately Aggressive Allocation5.34%811.750%Above AverageLevel Load$1,000

Madison Investment Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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