MBLAX

About MBLAX

Madison Diversified Income Fund Class A is a multi-asset mutual fund designed to achieve a high total return by combining income generation with potential capital appreciation. The fund predominantly invests in a blend of asset classes, including U.S. equities, a significant allocation to bonds, and select alternative investments. Its strategy seeks to provide investors with income from a wide array of sources, including dividend-paying stocks and various types of fixed income securities, while also offering growth opportunities. Actively managed, the fund employs adaptive asset allocation and risk management techniques intended to benefit from upward market movements and protect capital during market downturns. The portfolio typically maintains a moderate allocation balance—recently, around 36% in U.S. equity and about 58% in bonds—with a smaller allocation to alternatives and cash. Madison Diversified Income Fund Class A serves investors seeking a balanced approach to income and growth, supporting the needs of those who prioritize consistent distributions and relative capital stability. It is especially relevant in the moderate allocation fund category, balancing risk and return by spreading investments across equity, fixed income, and complementary sectors.