3 / 5 Stars
3 2 3 1 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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.
The fund has returned 21.88 percent over the past year, 13.10 percent over the past three years, and 25.44 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||25.4%|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Madison Small Cap Fund has an expense ratio of 2.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.