Morningstar

Madison Mid Cap Fund Class A MERAX

Morningstar Medalist Rating
Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 15.25  /  +0.66 %
  • Total Assets 1.7B
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.310%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status
  • TTM Yield 0.10%
  • Turnover 17%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MERAX

Will MERAX 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 MERAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MERAX 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 MERAX’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 A 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 MERAX

More MERAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arch Capital Group Ltd

7.75 128M
Financial Services

Ross Stores Inc

6.28 104M
Consumer Cyclical

Amphenol Corp Class A

5.33 88M
Technology

Carlisle Companies Inc

4.39 72M
Industrials

Brown & Brown Inc

3.76 62M
Financial Services

Labcorp Holdings Inc

3.66 60M
Healthcare

PACCAR Inc

3.59 59M
Industrials

Teledyne Technologies Inc

3.53 58M
Technology

Moelis & Co Class A

3.40 56M
Financial Services

Medpace Holdings Inc

3.33 55M
Healthcare

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