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.
Madison Mid Cap Fund Class A MERAX
- NAV / 1-Day Return 14.99 / −0.20 %
- Total Assets 1.6B
-
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 0.11%
- Turnover 17%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Arch Capital Group Ltd | 7.28 | 123M | Financial Services |
Ross Stores Inc | 5.32 | 90M | Consumer Cyclical |
Amphenol Corp Class A | 4.86 | 82M | Technology |
Brown & Brown Inc | 4.13 | 70M | Financial Services |
Labcorp Holdings Inc | 4.01 | 68M | Healthcare |
Medpace Holdings Inc | 3.78 | 64M | Healthcare |
Carlisle Companies Inc | 3.78 | 64M | Industrials |
Ssc Government Gvmxx El Ssc Gov K161gvmxx Early | 3.65 | 61M | Cash and Equivalents |
PACCAR Inc | 3.45 | 58M | Industrials |
MSA Safety Inc | 3.29 | 55M | Industrials |
United States