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Nasdaq - Delayed Quote USD

Madison Mid Cap A (MERAX)

13.83
-0.08
(-0.58%)
At close: 6:09:21 PM EDT
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  • Previous Close 13.91
  • YTD Return -4.26%
  • Expense Ratio 1.36%
  • Category Mid-Cap Blend
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 2.1B
  • Beta (5Y Monthly) 0.97
  • Yield 0.28%
  • 5y Average Return --
  • Holdings Turnover 16.00%
  • Last Dividend 0.04
  • Inception Date Apr 19, 2013

The fund invests generally in common stocks, securities convertible into common stocks and related equity securities of "midsize" companies (for this purpose, "midsize" is defined as those companies with market capitalizations of between $500 million and $50 billion). Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such mid cap securities.

Madison Funds

Fund Family

Mid-Cap Blend

Fund Category

2.1B

Net Assets

2013-04-19

Inception Date

Performance Overview: MERAX

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Trailing returns as of 4/11/2025. Category is Mid-Cap Blend.

YTD Return

MERAX
4.26%
Category
17.04%
 

1-Year Return

MERAX
3.98%
Category
50.44%
 

3-Year Return

MERAX
7.56%
Category
13.15%
 

5-Year Return

MERAX
15.41%
Category
13.75%
 

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Holdings: MERAX

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Sector Weightings

SectorMERAX
Technology   22.60%
Industrials   19.01%
Healthcare   6.31%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: MERAX

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Research Reports: MERAX

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