Nasdaq - Delayed Quote USD

Madison Small Cap R6 (MSCRX)

10.46
+0.05
+(0.48%)
At close: May 29 at 6:46:40 PM EDT
Loading Chart for MSCRX
  • Previous Close 10.41
  • YTD Return -11.44%
  • Expense Ratio 0.92%
  • Category Small Blend
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 162.13M
  • Beta (5Y Monthly) 1.03
  • Yield --
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.03
  • Inception Date Feb 26, 2021

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.

Madison Funds

Fund Family

Small Blend

Fund Category

162.13M

Net Assets

2021-02-26

Inception Date

Performance Overview: MSCRX

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Trailing returns as of 5/28/2025. Category is Small Blend.

YTD Return

MSCRX
11.44%
Category
20.19%
 

1-Year Return

MSCRX
1.49%
Category
60.18%
 

3-Year Return

MSCRX
3.85%
Category
11.32%
 

5-Year Return

MSCRX
11.48%
Category
13.88%
 

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Holdings: MSCRX

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Sector Weightings

SectorMSCRX
Technology   22.63%
Industrials   21.79%
Healthcare   15.81%
Energy   1.00%
Real Estate   0.00%
Utilities   0.00%

Recent News: MSCRX

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Research Reports: MSCRX

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