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Madison Dividend Income Y BHBFX

Quantitative rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 28.77  /  0.03 %
  • Total Assets 306.9 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.06%
  • Turnover 33%

Morningstar’s Analysis BHBFX

Will BHBFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Madison Dividend Income Y's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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