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Madison Dividend Income Y BHBFX

Quantitative rating as of
  • NAV / 1-Day Return 28.76  /  0.70 %
  • Total Assets 304.7 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.06%
  • Turnover 33%

Morningstar’s Analysis BHBFX

Will BHBFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Madison Dividend Income Y's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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