Nasdaq - Delayed Quote • USD
Madison Mid Cap Fund Class B (MERBX)
At close: February 23 at 8:01 PM EST
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 5
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- 0.5
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
Broker Availability Information Not Available
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.
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 |
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 |
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