Back to top
more

Madison Mid Cap Fund Class A: (MF: MERAX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$15.34 USD

-0.15 (-0.97%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for MERAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

The fund was incepted in February 2000 and is managed by MEMBERS Capital Advisors. The fund seeks long-term capital appreciation. The fund invests generally in common stocks, securities convertible into common stocks and related equity securities. Under normal market conditions, the fund maintains at least 80% of its assets in these securities. Typically, 60% to 90% of the fund is invested in large capitalization companies (generally over $10 billion of market capitalization). The sub-adviser may invest up to 25% of the fund in mid capitalization companies (generally between $2 billion and $10 billion of market capitalization) and up to 20% in smaller capitalization companies (generally under $2 billion of market capitalization). The fund offers dividends and capital gains both annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Madison Mid Cap A MERAX 5.75 NA 0.00 0.25 0.71 1.36

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Madison Mosaic Mid-Cap Fd GTSGX 16.90 7/21/1983 0.70 6.09 14.23 13.64
Members Mid Cap A MERAX 15.34 2/29/2000 0.26 5.61 13.76 13.15
Madison Mosaic Mid-Cap Fd R6 MMCRX 17.27 2/29/2012 0.86 6.28 14.45 13.86

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Madison Mid Cap A MERAX 1000 50 500 A

Contact Information

Family Madison
Address 550 Science Dr
Madison, WI 53711
Phone 800 877-6089