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Madison Dividend Income Fd Cl Y: (MF: BHBFX)

(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET

$28.73 USD

-0.08 (-0.28%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

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Zacks Premium Research for BHBFX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Research Report

Fund Description

The fund was incepted in December 1986 and is managed by Madison Investment Advisors. The fund seeks to produce current income by investing in dividend-paying stocks, while providing an opportunity for capital appreciation. Generally, the fund invests in the companies that have a market capitalization of $1 billion or more. During normal conditions the fund's assets will be at least 80% invested in dividend securities. The dividend securities that are chosen are based off of reasonable valuations, strong fundamentals, an attractive balance sheet and a current yield exceeding the S&P 500's average yield at the time of purchase.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Madison Dividend Income Y BHBFX NA NA 0.00 0.00 0.70 0.91

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Madison Mosaic Balanced Fd BHBFX 28.73 12/18/1986 1.93 9.86 2.96 7.87

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Madison Dividend Income Y BHBFX 1000 50 500 Q

Contact Information

Family Madison
Address 550 Science Dr
Madison, WI 53711
Phone 800 877-6089