Madison Mid Cap Fund Class R6 (MMCRX)

8.97
Net Asset Value
+0.34%
1 Day
+2.87%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.77%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. 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 $40 billion). Under normal market conditions, the fund will maintain at least 80% of its net assets (including borrowings for investment purposes) in such mid cap securities.

Performance

1 month+0.11% 3 years+15.13%
3 months+2.21% 5 years--
1 year+14.53% Since inception+16.18%
Data through --

Peer Comparisonvs. Mid-cap growth

 MMCRXCategory
Performance 5-yr return--+14.76%
Expense ratio0.77%1.33%
Risk 5 year sharpe ratio1.201.01
Net assets$275.3M$1.3B
Average market cap$10.2B$9.8B
Average P/E20.524.3
Portfolio turnover33%33%

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Fund Management and Purchase Info

Fund familyMadison Funds
Fund manager & tenureRichard Eisinger / 17 Years
Minimal initial investment$500,000.00
Minimum IRA investment--

Holdings

U.S. stock80.42%
International stock10.65%
Cash8.92%
Fixed income0.01%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
MKL Markel Corp5.54%
ROST Ross Stores Inc5.46%
-- 4.53%
BRO Brown & Brown Inc4.45%
LBTYK Liberty Global PLC4.05%
CPRT Copart Inc4.01%
SBH Sally Beauty Holdings Inc3.68%
INT World Fuel Services Corp3.43%
CCK Crown Holdings Inc3.42%
LH Laboratory Corporation of America Holdings3.38%

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