Morningstar

Madison Mid Cap Fund Class I MDCIX

Morningstar Medalist Rating
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Medalist Rating as of See Madison Investment Investment Hub
  • NAV / 1-Day Return $17.16  /  +0.70 %
  • Fund Size $1.6B
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $250,000
  • Investment Status —
  • TTM Yield 0.45%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis MDCIX

Will MDCIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Madison Mid Cap I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MDCIX

More MDCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arch Capital Group Ltd

7.25 113M
Financial Services

Ross Stores Inc

5.75 90M
Consumer Cyclical

Amphenol Corp Class A

5.46 85M
Technology

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4.51 70M
Cash and Equivalents

Medpace Holdings Inc

4.20 66M
Healthcare

Labcorp Holdings Inc

3.93 61M
Healthcare

Carlisle Companies Inc

3.71 58M
Industrials

Brown & Brown Inc

3.68 58M
Financial Services

Waters Corp

3.68 58M
Healthcare

MSA Safety Inc

3.32 52M
Industrials

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