Madison Small Cap Fund Class R6 MSCRX

Morningstar Medalist Rating
  • NAV / 1-Day Return$11.36  /  −0.18%
  • Fund Size$155.2M
  • Adjusted Expense Ratio0.920%
  • Net Expense Ratio0.920%
  • Fee Level: DistributionAbove Average
  • Share Class TypeRetirement, Large
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Blend
  • Minimum Initial Investment$500,000
  • Investment Status—
  • TTM Yield0.00%
  • Turnover Ratio35%

Morningstar’s Analysis MSCRX

Will MSCRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Madison Small Cap R6 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSCRX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings32.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Gvmxx El Ssc Gov K161gvmxx Early

5.388M
Cash and Equivalents

Encompass Health Corp

5.228M
Healthcare

Knowles Corp

3.575M
Technology

Workiva Inc Class A

3.545M
Technology

GitLab Inc Class A

3.275M
Technology

The Scotts Miracle Gro Co Class A

3.095M
Basic Materials

CommVault Systems Inc

2.954M
Technology

Charles River Laboratories International Inc

2.904M
Healthcare

HealthEquity Inc

2.794M
Healthcare

Carlisle Companies Inc

2.574M
Industrials

Sponsor Center