MIVIX Mutual Fund

MIVIX Mutual Fund (Madison Investors Fund Class I) is managed by Madison Funds with $56.9M in net assets. MIVIX expense ratio is 0.81%, holding 30 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2020-08-31.

MIVIX performance shows a YTD return of 8.71%. The 1-year return is 11.09% and the 5-year return is 8.37%. MIVIX dividend yield stands at 6.87%, paid annually.

MIVIX 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 MIVIX holdings, MIVIX sectors, or MIVIX dividends.

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