Dow Down 0.11% Nasdaq Up 0.31%

Madison Mid Cap B (MERBX)

8.68 Up 0.01(0.12%) Aug 29
Prev Close:8.68
YTD Return*:10.40%
Net Assets*:142.75M
Yield*:N/A

* As of 31-Mar-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MERBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MKL5.0316.55
BAM.TO3.90-0.33
WRB3.5317.22
OMC3.3018.65
TJX3.2410.75

Fund Basics

Morningstar Overall Rating:
Total Assets:142.75M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):2.15%

Performance & Risk

YTD Return:10.40%
5y Avg Return:6.26%
Rank in Category (ytd):59
% Rank in Category (ytd):7.7%
Beta (3y):0.96
Morningstar Risk Rating:3

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 exchange traded funds that are registered investment companies, warrants, preferred stocks and debt securities, including non-investment grade convertible debt securities, and up to 25% of its assets in foreign securities. View More
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