Morningstar

Madison Mid Cap A MERAX

Morningstar Medalist Rating
Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 16.23  /  +0.12 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.390%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 10%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MERAX

Will MERAX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MERAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MERAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MERAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Madison Mid Cap A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MERAX

More MERAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arch Capital Group Ltd

9.12 159.6 Mil
Financial Services

Ssc Government Gvmxx El Ssc Gov K161gvmxx Early

8.04 140.8 Mil
Cash and Equivalents

Gartner Inc

6.43 112.5 Mil
Technology

Ross Stores Inc

5.69 99.6 Mil
Consumer Cyclical

Brown & Brown Inc

4.87 85.2 Mil
Financial Services

Carlisle Companies Inc

4.26 74.6 Mil
Industrials

Copart Inc

4.09 71.5 Mil
Industrials

Amphenol Corp Class A

3.90 68.2 Mil
Technology

PACCAR Inc

3.75 65.6 Mil
Industrials

Moelis & Co Class A

3.51 61.5 Mil
Financial Services

Sponsor Center