Nasdaq - Delayed Quote • USD
Madison Mid Cap Fund Class B (MERBX)
At close: February 23 at 8:01 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.83% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MERBX | Category Average | MERBX | Category Average | MERBX | Category Average | |
| Alpha | -2.4 | -0.06 | -0.18 | -0.05 | -1.72 | -0.04 |
| BETA | 0.99 | 0.01 | 0.96 | 0.01 | 0.95 | 0.01 |
| Mean Annual Return | 0.77 | 0.01 | 0.86 | 0.01 | 0.9 | 0.01 |
| R-squared | 90.13 | 0.88 | 89.64 | 0.85 | 87.97 | 0.84 |
| Standard Deviation | 22.31 | 0.23 | 18.96 | 0.19 | 15 | 0.17 |
| Sharpe Ratio | 0.99 | 0.01 | 1.7 | 0.01 | 3.03 | 0.01 |
| Treynor Ratio | 6.03 | 0.11 | 7.75 | 0.11 | 9.68 | 0.1 |
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