MCNAX Mutual Fund

MCNAX Mutual Fund (Madison Conservative Allocation Fund Class A) is managed by Madison Funds with $31.4M in net assets. MCNAX expense ratio is 0.98%, holding 18 positions across sectors including Financials, Health Care, Energy. Inception date: 2006-06-30.

MCNAX performance shows a YTD return of 3.34%. The 1-year return is 5.24% and the 5-year return is -0.76%. MCNAX dividend yield stands at 2.78%, paid quarterly.

MCNAX top holdings include Madison Core Bond R6 (51.3%), Victoryshares Free Cash Flow Growth Etf (6.2%), Vanguard Ftse All-world Ex-US ETF (4.5%), Vaneck Vectors J.p. Morgan Em Local Currency Bond ETF (4.2%), Janus Henderson Mortgage-Backed Securities ETF (3.7%). Go to all MCNAX holdings, MCNAX sectors, or MCNAX dividends.

MCNAX can be compared against other funds. Use MCNAX overlap to find shared positions, or MCNAX vs another fund for a side-by-side view. MCNAX alternatives are available via the screener, along with tax-loss harvesting opportunities.