Madison Mid Cap Fund Class A MERAX

Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 14.99  /  −0.20 %
  • Total Assets 1.6B
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.310%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status
  • TTM Yield 0.11%
  • Turnover 17%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MERAX

Will MERAX 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 Mid Cap A 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.

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Portfolio Holdings MERAX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arch Capital Group Ltd

7.28 123M
Financial Services

Ross Stores Inc

5.32 90M
Consumer Cyclical

Amphenol Corp Class A

4.86 82M
Technology

Brown & Brown Inc

4.13 70M
Financial Services

Labcorp Holdings Inc

4.01 68M
Healthcare

Medpace Holdings Inc

3.78 64M
Healthcare

Carlisle Companies Inc

3.78 64M
Industrials

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3.65 61M
Cash and Equivalents

PACCAR Inc

3.45 58M
Industrials

MSA Safety Inc

3.29 55M
Industrials

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