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Morningstar

Madison Mid Cap I MDCIX

Morningstar Medalist Rating
Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 16.74  /  +0.48 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.21%
  • Turnover 10%

USD | NAV as of May 15, 2024 | 1-Day Return as of May 15, 2024, 10:24 PM GMT+0

Morningstar’s Analysis MDCIX

Will MDCIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MDCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MDCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MDCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lowering of People Pillar rating is the primary driver of Madison Mid Cap I's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MDCIX

More MDCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Gvmxx El Ssc Gov K161gvmxx Early

12.37 166.4 Mil
Cash and Equivalents

Arch Capital Group Ltd

8.15 109.7 Mil
Financial Services

Gartner Inc

5.83 78.4 Mil
Technology

Carlisle Companies Inc

5.30 71.3 Mil
Industrials

Ross Stores Inc

5.29 71.2 Mil
Consumer Cyclical

Copart Inc

4.53 61.0 Mil
Industrials

PACCAR Inc

4.47 60.1 Mil
Industrials

Brown & Brown Inc

4.45 59.9 Mil
Financial Services

Dollar Tree Inc

3.94 53.0 Mil
Consumer Defensive

Amphenol Corp Class A

3.77 50.8 Mil
Technology