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Summary
- For Q4, Madison Dividend Income Fund (Class I) returned -0.2%, which compared to the S&P 500 Index, Russell 1000 Value Index and Lipper Equity Income peer group returns of +2.7%, +3.8% and +2.9%, respectively.
- Market performance in the last three years from 2023 to 2025 was dominated by the Magnificent seven stocks, including Nvidia, Apple, Microsoft, Alphabet, Amazon, Meta, and Tesla.
- The Madison Dividend Income Fund…
Summary
- For Q4, Madison Dividend Income Fund (Class I) returned -0.2%, which compared to the S&P 500 Index, Russell 1000 Value Index and Lipper Equity Income peer group returns of +2.7%, +3.8% and +2.9%, respectively.
- Market performance in the last three years from 2023 to 2025 was dominated by the Magnificent seven stocks, including Nvidia, Apple, Microsoft, Alphabet, Amazon, Meta, and Tesla.
- The Madison Dividend Income Fund is a conservatively managed equity strategy that owns a high-quality portfolio of above-average dividend yield stocks with strong balance sheets and sustainable competitive advantages.
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For the fourth quarter, the Madison Dividend Income Fund (Class I) returned -0.2%, which compared to the S&P 500 Index, Russell 1000 Value Index and Lipper Equity Income peer group returns of +2.7%, +3.8% and +2.9%, respectively.
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