Madison Investments Lowers Fees on Two Fixed Income ETFs
MWN-AI** Summary
Madison Investments, based in Madison, Wisconsin, has announced a reduction in management fees for its two fixed income ETFs—the Madison Aggregate Bond ETF (MAGG) and Madison Short Term Strategic Income ETF (MSTI). Effective March 2, 2026, the management fee for these actively-managed ETFs will decrease from 0.40% to 0.36%. This decision is aimed at maintaining competitive pricing and delivering value through disciplined research and active management.
Launched in August 2023, MAGG is a core fixed income fund with a typical portfolio duration between 3-7 years, offering broad diversification. In contrast, MSTI focuses on generating a high level of current income with a shorter portfolio duration of 3.5 years or less. Both funds are actively managed, allowing for portfolio duration adjustments, yield curve positioning, sector and industry allocation, and scrutiny of credit quality to minimize risks and achieve their investment objectives.
Madison Investments manages over $12 billion in fixed income assets throughout mutual funds, ETFs, and separately managed accounts. The firm has a strong pedigree, founded in 1974, and overseeing approximately $29.3 billion in assets as of December 31, 2025. The management team for these ETFs consists of experienced professionals Mike Sanders and Allen Olson.
Investors looking for further information about MAGG and MSTI can visit madisonfunds.com/etfs. It is important for potential investors to read the fund's prospectus, which outlines potential risks, charges, and investment objectives before making investment decisions. This fee reduction underscores Madison Investments’ commitment to providing cost-effective, high-quality investment management solutions.
MWN-AI** Analysis
Madison Investments' recent decision to reduce the management fee for its two fixed income ETFs, the Madison Aggregate Bond ETF (MAGG) and the Madison Short Term Strategic Income ETF (MSTI), from 0.40% to 0.36% effective March 2, 2026, underscores its commitment to competitive pricing in the evolving investment landscape. Given the current economic conditions where interest rates remain uncertain and bond market volatility is prevalent, this fee reduction can enhance the attractiveness of both ETFs, particularly for cost-conscious investors seeking stable income streams.
MAGG is positioned as a core fixed income option with a portfolio duration typically between 3 to 7 years, providing a balanced exposure to a variety of fixed income instruments. On the other hand, MSTI focuses on generating current income with a shorter duration, appealing to investors with lower risk tolerance or those looking for liquidity. The strategic management of duration, yield curve positioning, and credit quality by experienced managers Mike Sanders and Allen Olson adds to their appeal, especially in a rising interest rate environment where managing interest rate risk becomes paramount.
From an investment perspective, the fee reduction represents an opportunity for investors, particularly in a market where costs can significantly influence long-term returns. While the reduction is modest, every basis point counts, especially for bond investors seeking to offset potential market volatility. Given Madison Investments’ strong track record with over $12 billion under management in fixed income assets, these ETFs could be appealing choices for both individual and institutional investors.
Investors should, however, remain mindful of the inherent risks associated with fixed income investments, such as interest rate risk and credit risk, especially in a fluctuating interest rate environment. Therefore, conducting thorough due diligence and considering personal investment objectives and risk tolerance is advisable before investing.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
MADISON, Wis., Feb. 27, 2026 (GLOBE NEWSWIRE) -- Madison Investments today announced a reduction in the management fee for its two fixed income ETFs: the Madison Aggregate Bond ETF (Ticker: MAGG) and Madison Short Term Strategic Income ETF (Ticker: MSTI). Effective March 2, 2026, the management fee for the two actively-managed ETFs will be reduced from 0.40% to 0.36%.
Madison Investments manages over $12 billion in fixed income assets across mutual funds, ETFs, and separately managed accounts. Launched in August 2023, MAGG is a broadly diversified, core fixed income fund with a portfolio duration typically between 3-7 years. MSTI is designed to generate a high level of current income within a portfolio duration of 3.5 years or less. Both ETFs actively manage portfolio duration, yield curve positioning, sector/industry allocation, and credit quality to pursue their investment objectives while minimizing risk. The ETFs are managed by Mike Sanders and Allen Olson.
The revised fees reflect a commitment to maintaining competitive pricing while delivering value through disciplined research and active management.
For more information on the Madison Aggregate Bond ETF and Madison Short Term Strategic Income ETF, please visit madisonfunds.com/etfs.
About Madison Investments:
Madison Investments is an independent investment management firm based in Madison, WI. The firm was founded in 1974, has approximately $29.3 billion in assets under management as of December 31, 2025. Madison Investments offers domestic fixed income, U.S. and international equity, covered call, multi-asset, insurance, and credit union investment management strategies.
Disclosures
Before investing in any Madison Fund, you should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the Fund’s prospectus and should be read carefully before investing. Call 800.877.6089 or visit madisonfunds.com to obtain a prospectus.
“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security and is not investment advice.
Assets under management calculated as of December 31, 2025. The AUM includes all accounts to which Madison provides discretionary and non-discretionary advisory services, including accounts of a third party adviser where Madison provides non-discretionary model portfolio services.
An investment in the Fund is subject to risk and there can be no assurance the Fund will achieve its investment objective. The risks associated with an investment in the Fund can increase during times of significant market volatility. The principal risks of investing in the Fund include interest rate risk, call risk, risk of default, mortgage-backed securities risk, liquidity risk, credit risk and repayment/ extension risk, non-investment grade security risk, and foreign security risk. Mutual funds that invest in bonds are subject to certain risks including interest rate risk, credit risk, and inflation risk. As interest rates rise, the prices of bonds fall. Long-term bonds are more exposed to interest-rate risk than short-term bonds. Investing in non-investment grade securities, may provide greater returns but are subject to greater-than-average risk. More detailed information regarding these risks can be found in the Fund’s prospectus.
Diversification does not assure a profit or protect against loss in a declining market.
Contact information: Matt Perry, Marketing Lead, Madison Investments 608-216-9177
FAQ**
How will the management fee reduction for Madison Short Term Strategic Income ETF MSTI affect its overall performance and attractiveness to investors compared to similar ETFs in the market?
What specific strategies does Madison Investments employ in managing the Madison Short Term Strategic Income ETF MSTI to maintain its income generation objectives within a defined portfolio duration?
With Madison Short Term Strategic Income ETF MSTI being actively managed, how does the management team, led by Mike Sanders and Allen Olson, adapt to changing market conditions to minimize risks?
What impact do you foresee the reduced management fees for Madison Short Term Strategic Income ETF MSTI having on investor interest and net inflows into the fund in the coming months?
**MWN-AI FAQ is based on asking OpenAI questions about Madison Aggregate Bond ETF (NYSE: MAGG).
NASDAQ: MAGG
MAGG Trading
0.34% G/L:
$20.60 Last:
611 Volume:
$20.56 Open:
