Madison Small Cap Y's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 9.91 / 0.90 %
- Total Assets 199.3 Mil
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Adj. Expense Ratio
- Expense Ratio 1.100%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 41%
Morningstar’s Analysis BVAOX
Will BVAOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.