Madison Mid Cap Fund Class R6 (MMCRX)

10.27
Net Asset Value
0.00%
1 Day
+2.09%
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 $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.

Performance

1 month+3.11% 3 years+8.98%
3 months+1.08% 5 years+10.89%
1 year+13.93% Since inception+11.85%
Data through --

Peer Comparisonvs. Mid-cap growth

 MMCRXCategory
Performance 5-yr return+10.89%+11.94%
Expense ratio0.77%1.21%
Risk 5 year sharpe ratio1.030.98
Net assets$346.7M$1.6B
Average market cap$14.3B$11.9B
Average P/E21.226.0
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyMadison Funds
Fund manager & tenureRichard Eisinger / 20 Years
Minimal initial investment$500,000.00
Minimum IRA investment--

Holdings

U.S. stock88.78%
International stock6.23%
Cash4.99%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
CPRT Copart Inc5.91%
MKL Markel Corp5.20%
ACGL Arch Capital Group Ltd4.56%
LBRDK Liberty Broadband Corp4.39%
CDW CDW Corp4.26%
BRO Brown & Brown Inc4.08%
HSIC Henry Schein Inc3.85%
INFO IHS Markit Ltd3.80%
EXPD Expeditors International of Washington Inc3.77%
KMX Carmax Inc3.74%