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Madison Mid Cap A (MERAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.32+0.09 (+0.59%)
At close: 08:01PM EDT

Madison Mid Cap A

Kansas City, MO 64105-1407

420 W 7th Street STE 219083

Madison

(800) 767-0300
Management Information
,Lead Manager since December 31, 1997
Rich serves as a mid-cap and large cap portfolio manager and analyst on Madison’s U.S. Equity Team. He is one of the Principals at Madison Investments and is Co-Head of Investments with a focus on the firm’s Equity Teams. He started in the financial services industry in 1994 and joined Madison in 1997. Rich is also a member of the firm’s Executive and Investment Risk Management Committees as well as the Board of Directors. He earned his J.D. from the University of Louisville and his MBA from Cornell University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Blend
Fund FamilyMadison Funds
Net Assets1.35B
YTD Return1.11%
Yield0.00%
Morningstar Rating★★★★★
Inception DateAug 30, 2020

Fund Operations

Last DividendN/A
Last Cap Gain37.00
Holdings Turnover10.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMERAXCategory Average
Annual Report Expense Ratio (net)0.84%0.94%
Prospectus Net Expense Ratio0.84%N/A
Prospectus Gross Expense Ratio0.84%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A