MDCIX – Madison Mid Cap I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests generally in common stocks, securities convertible into common stocks and related equity securities of "midsize" companies (for this purpose, "midsize" is defined as those companies with market capitalizations of between $500 million and $50 billion). Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such mid cap securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GTSGX	Madison Mid Cap Fund Class Y	Institutional	—			Jul 21, 1983	$298.06M	0.900%	Above Average	$1,000	−$110.83M
MDCIX	Madison Mid Cap Fund Class I	Institutional	—			Aug 31, 2020	$1.01B	0.800%	Average	$250,000	−$348.37M
MERAX	Madison Mid Cap Fund Class A	Front Load	—			Apr 19, 2013	$65.57M	1.150%	Average	$1,000	−$17.14M
MMCRX	Madison Mid Cap Fund Class R6	Retirement, Large	—			Feb 29, 2012	$190.43M	0.720%	Average	$500,000	−$189.95M

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