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

(NASDAQ Mutual Funds) As of Sep 10, 2026 05:21 PM ET

$15.18 USD

-0.15 (-0.98%)

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

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.34 58
3 months 9.41 3
6 months 3.47 77
1 Year 10.09 68
3 Year 9.07 87
5 Year 7.35 69
10 Year 10.67 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 132.08
Bear Market (10/07 - 2/09) -57.14
Bull Market (2/09 - 3/21) 833.75

Load Adjusted Returns as of Jul 31, 2026

1 Year -1.39
5 Year 5.78
10 Year 9.96
Since Inception 4.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.41 8.52 NA NA
2025 -4.25 5.14 1.78 -1.23
2024 9.54 -4.35 6.99 -1.94
2023 5.07 7.03 -1.98 14.19
2022 -8.47 -11.00 -3.47 9.49
2021 5.39 6.44 -1.00 13.18

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.331.199.9125.87-13.9125.698.9932.87-2.3114.9811.65
% Total Return Rel to Index -6.47-17.02-15.10-0.364.29-2.98-9.401.382.08-6.81-0.28
% Total Return Rel to Peer -6.22-11.51-9.472.885.783.64-10.924.454.54-5.693.83
% Perf Quintile vs Peer* 5.005.005.002.002.003.004.002.002.005.002.00
% Dividends 0.000.010.040.000.000.000.000.000.000.000.00
% Yield 0.000.100.250.100.000.000.000.000.000.000.00
Capital Gains ($) 0.000.480.830.180.250.640.420.430.680.350.38
Expense Ratio 1.151.311.361.391.401.391.401.401.401.401.41

* 1 = Top 20%, 5 = Bottom 20%