4 / 5 Stars
5 5 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#34 in Mid-Cap Growth
U.S. News evaluated 220 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 16.38 percent over the past year, 15.04 percent over the past three years, 7.05 percent over the past five years, and 9.12 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.9%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||7.1%|
|10 Years (Annualized)||9.1%|
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 $25 billion). It will maintain at least 80% of its net assets in such mid cap securities. The fund may also invest in ETFs that are registered investment companies, warrants, preferred stocks and debts, including non-investment grade convertible debt securities, and up to 25% of its assets in foreign securities (including emerging market securities).
Fees are Low compared to funds in the same category.
Madison Mid Cap Fund has an expense ratio of 1.20 percent.
Risk is Low compared to funds in the same category according to Morningstar.