Madison Small Cap Fund

Scorecard
3 / 5 Stars
Lipper
4 3 3 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#98 in Small Blend

U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.79 percent over the past year, 13.96 percent over the past three years, and 26.38 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date -0.1%
1 Year 22.8%
3 Years (Annualized) 14.0%
5 Years (Annualized) 26.4%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. For purposes of this fund, "small cap companies" are those with market capitalizations that are within the range of capitalizations of companies represented in either the S&P SmallCap 600 Index or the Russell 2000® Index. The fund will maintain at least 80% of its net assets (including borrowings for investment purposes) in small cap securities.

Fees

Fees are Above Average compared to funds in the same category.
Madison Small Cap Fund has an expense ratio of 1.50 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Madison Funds Funds