Nasdaq - Delayed Quote USD
Madison Moderate Allocation A (MMDAX)
10.39
+0.02
+(0.19%)
At close: April 17 at 8:01:40 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 5
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- 0.5
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- LPL SAM Eligible
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- RBC Wealth Management-Advisory Eligible
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Ameritas NTFN
- Matrix Financial Solutions
- Mid Atlantic Capital Group
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- DailyAccess Corporation Mid-Atlantic
- Securities America Inc.
- Vanguard Load
- Vanguard Load-Waived
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 10.25.2021
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Madison Funds |
| Net Assets | 88.48M |
| YTD Return | 0.28% |
| Yield | 2.38% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2006 |
Performance & Risk
| YTD Return | -3.17% |
| 5y Average Return | 3.69% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
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