Madison Mid Cap B (MERBX)
8.28 
0.06(0.73%) Oct 1
| Prev Close: | 8.28 |
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| YTD Return*: | 13.39% |
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| Net Assets*: | 327.29M |
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| Yield*: | N/A |
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* As of 31-Aug-13
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Headlines
- No Headlines available for MERBX at this time.
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 327.29M |
| Category: | Mid-Cap Growth |
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| Annual Report Expense Ratio (net): | NaN% |
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Performance & Risk
| YTD Return: | 13.39% |
| 5y Avg Return: | 7.46% |
| Rank in Category (ytd): | 93 |
| % Rank in Category (ytd): | 13.14% |
| Beta (3y): | 1.01 |
| Morningstar Risk Rating: | 1 |
Fund Summary
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 $25 billion). It will maintain at least 80% of its net assets in such mid cap securities. The fund may also invest in ETFs that are registered investment companies, warrants, preferred stocks and debts, including non-investment grade convertible debt securities, and up to 25% of its assets in foreign securities (including emerging market securities).
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