Madison Dividend Income Fund - MADISON FUNDS
Shareclass
Madison Dividend Income Fund Dividend Income Fund Class Y (BHBFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Madison Dividend Income Fund - MADISON FUNDS
FUND COVERAGE
# of holdings36
% of assets99%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co/The3.19%$3.55M
- 2. Bank of America Corp2.79%$3.11M
- 3. JPMorgan Chase & Co2.59%$2.88M
- 4. PepsiCo Inc2.02%$2.24M
- 5. Johnson & Johnson4.96%$5.52M
- 6. Colgate-Palmolive Co2.24%$2.49M
- 7. Hershey Co/The1.63%$1.81M
- 8. Blackrock Inc3.62%$4.03M
- 9. McDonald's Corp2.46%$2.74M
- 10. AbbVie Inc2.77%$3.08M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Fastenal Co2.19%$2.44M
- 2. NextEra Energy Inc4.09%$4.55M
- 3. QUALCOMM Inc2.17%$2.41M
- 4. Illinois Tool Works Inc2.84%$3.16M
- 5. Home Depot Inc/The3.14%$3.49M
- 6. Medtronic PLC3.24%$3.61M
- 7. EOG Resources Inc2.54%$2.83M
- 8. Analog Devices Inc2.73%$3.03M
- 9. Rockwell Automation Inc1.99%$2.21M
- 10. Morgan Stanley2.56%$2.84M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Madison Dividend Income Fund - MADISON FUNDS
Totals
Holdings
Assets
Weight
Prisons
2.0
$4.31M
3.88%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
2.0
$4.31M
3.88%
Holdings — 2 flagged holdings
1.
McDonald's Corp
$2.74M
2.46%
2.
Elevance Health Inc
$1.57M
1.41%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Madison Dividend Income Fund - MADISON FUNDS BHBFX
Environment
Social
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