Nasdaq - Delayed Quote • USD
Madison Mid Cap Fund Class B (MERBX)
At close: February 23 at 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.06% |
| 5y Average Return | 9.89% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Feb 6, 2023) | 31.83% |
| Worst 1Y Total Return (Feb 6, 2023) | -- |
| Best 3Y Total Return | 31.83% |
| Worst 3Y Total Return | 4.87% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MERBX
Category
- YTD
- 8.06%
- 17.04%
- 1-Month
- 4.80%
- -0.01%
- 3-Month
- 11.25%
- 5.47%
- 1-Year
- 1.21%
- 50.44%
- 3-Year
- 6.19%
- 13.15%
- 5-Year
- 9.89%
- 13.75%
- 10-Year
- 0.00%
- 11.35%
- Last Bull Market
- 34.76%
- 25.95%
- Last Bear Market
- -11.20%
- -22.55%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 70 |
| 1-Month | 70 |
| 3-Month | 43 |
| 1-Year | 43 |
| 3-Year | 84 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | -4.64% |
| 3-Year | 5.72% |
| 5-Year | 8.39% |
| 10-Year | 10.04% |
Performance & Risk
| YTD Return | 8.06% |
| 5y Average Return | 9.89% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Madison Funds |
| Net Assets | 816.62M |
| YTD Return | 8.06% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 21, 1983 |
Fund Summary
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.
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