MIVIX Mutual Fund
MIVIX Mutual Fund
Madison Investors Fund Class I

MIVIX Mutual Fund Overview
MIVIX Mutual Fund (Madison Investors Fund Class I) is managed by Madison Funds with $62.9M in net assets. MIVIX expense ratio is 0.81%, holding 30 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2020-08-31.
MIVIX performance shows a YTD return of 5.61%. The 1-year return is 6.72% and the 5-year return is 8.89%. MIVIX dividend yield stands at 7.07%, paid annually.
MIVIX top holdings include Alphabet Inc. C (8.3%), Arch Capital Group Ltd. (5.9%), Amazon.Com Inc (5.4%), Ferguson Enterprises (5.1%), Texas Instruments, Inc (4.7%). View all MIVIX holdings, sector breakdown, or dividend history.
MIVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MIVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.