Nasdaq - Delayed Quote USD

Madison Small Cap I (MSCIX)

10.12
-0.10
(-0.98%)
As of 8:06:41 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -10.68%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (May 9, 2025) 22.02%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 22.02%
Worst 3Y Total Return 2.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSCIX
Category
YTD
-11.39%
20.19%
1-Month
-2.71%
0.02%
3-Month
-14.33%
4.36%
1-Year
1.55%
60.18%
3-Year
3.96%
11.32%
5-Year
11.58%
13.88%
10-Year
5.97%
11.19%
Last Bull Market
21.13%
27.98%
Last Bear Market
-18.43%
-24.08%

Annual Total Return (%) History

Year
MSCIX
Category
2025
--
--
2024
22.02%
--
2023
16.28%
--
2022
-24.36%
--
2021
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.91% -- -- --
2024 11.49% -1.06% 6.32% 4.04%
2023 5.92% 4.95% -6.05% 11.34%
2022 -7.43% -18.43% -5.08% 5.53%
2021 6.27% -4.63% 4.66% --

Rank in Category (By Total Return)

YTD 57
1-Month 50
3-Month 68
1-Year 29
3-Year 47
5-Year 50

Load Adjusted Returns

1-Year 1.55%
3-Year 3.96%
5-Year 11.58%
10-Year 5.97%

Performance & Risk

YTD Return -10.68%
5y Average Return 0.00%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Madison Funds
Net Assets 162.13M
YTD Return -11.39%
Yield 0.18%
Morningstar Rating
Inception Date Feb 26, 2021

Fund Summary

The fund invests primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in small cap securities.

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