Madison Investors Fund Quote

MNVRX Fund  USD 29.11  0.26  0.90%   

Performance

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Odds Of Distress

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Low
Madison Investors is trading at 29.11 as of the 3rd of November 2025; that is 0.90% up since the beginning of the trading day. The fund's open price was 28.85. Madison Investors has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of August 2025 and ending today, the 3rd of November 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in the securities of large-cap companies. It may also invest up to 35 percent of its assets in foreign securities . To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.. More on Madison Investors Fund

Moving together with Madison Mutual Fund

  0.81MMCRX Madison Mid CapPairCorr
  1.0MNVAX Madison InvestorsPairCorr
  0.86BVAOX Broadview OpportunityPairCorr
  0.78MADAX Madison Dividend IncomePairCorr

Madison Mutual Fund Highlights

Fund ConcentrationMadison Funds, Large Blend Funds, Large Blend, Madison Funds, Large Growth, Large Blend (View all Sectors)
Update Date30th of September 2025
Madison Investors Fund [MNVRX] is traded in USA and was established 3rd of November 2025. Madison Investors is listed under Madison Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Madison Funds family. This fund now has accumulated 303.26 M in assets with no minimum investment requirementsMadison Investors is currently producing year-to-date (YTD) return of 2.09% with the current yeild of 0.01%, while the total return for the last 3 years was 10.58%.
Check Madison Investors Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Madison Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Madison Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Madison Investors Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Madison Investors Fund Mutual Fund Constituents

IPGInterpublic Group ofStockCommunication Services
OMCOmnicom GroupStockCommunication Services
DHRDanaherStockHealth Care
PXP10 IncStockFinancials
AMTAmerican Tower CorpStockReal Estate
HSICHenry ScheinStockHealth Care
TJXThe TJX CompaniesStockConsumer Discretionary
ADIAnalog DevicesStockInformation Technology
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Madison Investors Top Holders

MMDCXMadison Moderate AllocationMutual FundAllocation--50% to 70% Equity
MCNAXMadison Servative AllocationMutual FundAllocation--15% to 30% Equity
MCOCXMadison Servative AllocationMutual FundAllocation--15% to 30% Equity
MAGSXMadison Aggressive AllocationMutual FundAllocation--70% to 85% Equity
MMDAXMadison Moderate AllocationMutual FundAllocation--50% to 70% Equity
MAACXMadison Aggressive AllocationMutual FundAllocation--70% to 85% Equity
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Madison Investors Risk Profiles

Madison Investors Against Markets

Other Information on Investing in Madison Mutual Fund

Madison Investors financial ratios help investors to determine whether Madison Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Madison with respect to the benefits of owning Madison Investors security.
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