MINVX Mutual Fund

MINVX Mutual Fund (Madison Investors Fund Cl Y) is managed by Madison Funds with $108.2M in net assets. MINVX expense ratio is 0.91%, holding 30 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 1978-11-01.

MINVX performance shows a YTD return of 8.61%. The 1-year return is 10.98% and the 5-year return is 8.26%. MINVX dividend yield stands at 6.72%, paid annually.

MINVX top holdings include Alphabet Inc. C (7.1%), Arch Capital Group Ltd. (6.0%), Amazon.Com Inc (5.8%), Texas Instrument Inc (5.7%), Keysight Technologies Inc. (5.3%). Go to all MINVX holdings, MINVX sectors, or MINVX dividends.

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