Nasdaq - Delayed Quote USD

Madison Small Cap R6 (MSCRX)

10.41
-0.05
(-0.48%)
At close: 8:01:40 PM EDT

Investment Information

Min Initial Investment
250,000
Min Initial Investment, IRA
2,500
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

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.

Fund Overview

Category Small Blend
Fund Family Madison Funds
Net Assets 162.13M
YTD Return -11.44%
Yield --
Morningstar Rating
Inception Date Feb 26, 2021

Performance & Risk

YTD Return -8.36%
5y Average Return 0.00%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

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