Madison Small Cap Fund Quote
| MASMX Fund | USD 12.83 0.00 0.00% |
Performance17 of 100
| Odds Of DistressLess than 17
|
Madison Small is trading at 12.83 as of the 3rd of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 12.83. Madison Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Madison Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of December 2022 and ending today, the 3rd of December 2024. Click here to learn more.
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. Under normal market conditions, it will maintain at least 80 percent of its net assets in small cap securities.. More on Madison Small Cap
Moving together with Madison Mutual Fund
| 0.92 | MMCRX | Madison Mid Cap | PairCorr |
| 0.96 | MNVAX | Madison Investors | PairCorr |
| 0.94 | MNVRX | Madison Investors | PairCorr |
| 1.0 | BVAOX | Broadview Opportunity | PairCorr |
Moving against Madison Mutual Fund
Madison Mutual Fund Highlights
| Fund Concentration | Madison Funds, Large Funds, Small Blend Funds, Small Blend, Madison Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Madison Small Cap [MASMX] is traded in USA and was established 3rd of December 2024. Madison Small is listed under Madison Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Madison Funds family. This fund now has accumulated 183.15 M in assets with minimum initial investment of 1 K. Madison Small Cap is currently producing year-to-date (YTD) return of 28.43%, while the total return for the last 3 years was 4.4%.
Check Madison Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Madison Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Madison Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Madison Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Madison Small Cap Mutual Fund Constituents
| EHC | Encompass Health Corp | Stock | Health Care | |
| RAMP | Liveramp Holdings | Stock | Information Technology | |
| CTLT | Catalent | Stock | Health Care | |
| ENTG | Entegris | Stock | Information Technology | |
| HUN | Huntsman | Stock | Materials | |
| OMI | Owens Minor | Stock | Health Care | |
| BC | Brunswick | Stock | Consumer Discretionary | |
| EPC | Edgewell Personal Care | Stock | Consumer Staples |
Madison Small Cap Risk Profiles
| Mean Deviation | 0.7808 | |||
| Semi Deviation | 0.7292 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 |
Madison Small Against Markets
Other Information on Investing in Madison Mutual Fund
Madison Small financial ratios help investors to determine whether Madison Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Madison with respect to the benefits of owning Madison Small security.
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