NYSE: MCN - Madison Covered Call & Equity Strategy Fund

Rentabilität für sechs Monate: -10.3%
Sektor: Нефтегаз

Aktionsplan Madison Covered Call & Equity Strategy Fund

Erweiterter Zeitplan Einfaches Diagramm
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Über das Unternehmen

Madison Covered Call & Equity Strategy Fund is a closed-ended equity mutual fund launched by Madison Investment Holdings, Inc. It is managed by Madison Asset Management, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in reasonably priced growth (GARP) stocks of large and mid-cap companies. It also writes covered call options to make its investments.

weitere details
The fund employs fundamental analysis with a bottom-up stock picking approach, focusing on such factors as PEG ratios (price-earnings ratio to growth rate), financial strength, and industry leadership to create its portfolio. It benchmarks the performance of its portfolio against the CBOE S&P 500 Buy/Write Index. The fund conducts in-house research to make its investments. It was formerly known as Madison/Claymore Covered Call & Equity Strategy Fund. Madison Covered Call & Equity Strategy Fund was formed on May 6, 2004 and is domiciled in the United States.
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ISIN US5574371002
Валюта usd
Див.доход ао 9.8
Дивиденд ао 0.36
Сайт https://www.madisonfunds.com/individual/madison-covered-call-and-equity-strategy-fund
Preisänderung pro Tag: -1.34% (6.71)
Preisänderung pro Woche: -0.4511% (6.65)
Preisänderung pro Monat: -6.23% (7.06)
Preisänderung über 3 Monate: -7.67% (7.17)
Preisänderung über sechs Monate: -10.3% (7.38)
Preisänderung pro Jahr: -12.08% (7.53)
Preisänderung über 3 Jahre: -11.5% (7.48)
Preisänderung über 5 Jahre: +0.6079% (6.58)
Preisänderung über 10 Jahre: 0% (6.62)
Preisänderung seit Jahresbeginn: -5.16% (6.98)
Alle Parameter

Unterschätzung

Name Bedeutung Grad
P/S 0 0
P/BV 0 0
P/E 0 0
EV/EBITDA 0 0
Gesamt: 2.5

Effizienz

Name Bedeutung Grad
ROA, % 0 0
ROE, % 0 0
Gesamt: 0

Dividenden

Name Bedeutung Grad
Div yield, % 9.87 10
DSI 0.9286 9.29
Gesamt: 5.61

Pflicht

Name Bedeutung Grad
Debt/EBITDA 0 10
Gesamt: 10

Wachstumsimpuls

Name Bedeutung Grad
Rentabilität Revenue, % 0 0
Rentabilität Ebitda, % 0 0
Rentabilität EPS, % 0 0
Gesamt: 0
Weitere Details

Institutionen Volumen Aktie, %
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Raymond James Financial Services Advisors, Inc. 465837 2.22
UBS Group AG 389543 1.85
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Invesco Ltd. 261041 1.24
Centurion Wealth Management LLC 192255 0.91
Spire Wealth Management 192255 0.91
Wells Fargo & Company 104599 0.5
Stifel Financial Corporation 98838 0.47

ETF Aktie, % Rentabilität für das Jahr, % Dividenden, %
ETRACS Monthly Pay 1.5x Leveraged Closed-End Fund Index ETN 0.24 16.44
Invesco CEF Income Composite ETF 0.12535 6.31 1.78304



Adresse: United States, Madison. WI, 550 Science Drive - in Google Maps öffnen, Öffnen Sie Yandex-Karten
Webseite: https://www.madisonfunds.com/individual/madison-covered-call-and-equity-strategy-fund