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Invest in 2 Madison Mutual Funds for Long-Term Growth
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Madison Investments is an employee-owned, independent investment management firm. The firm offers a range of actively managed investment strategies across equities, fixed-income and asset allocation. All of the investment portfolios are managed based on a disciplined investment approach which emphasizes fundamental research, quality investments and negative outright returns during periods of market decline.
The company’s “Participate & Protect” investment philosophy aims to increase value during market upswings while minimizing potential losses during market declines. Equity investments are selected with a view to their investment potential, rather than to the replication of an index. Fixed-income investments and credit analysis are examined on a fundamental basis. Asset allocation is flexible and designed to reflect current market conditions. All these factors make it a viable investment option.
We have picked two Madison mutual funds – Madison Small Cap (BVAOX - Free Report) and Madison Small Cap (MSCIX - Free Report) – which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or Rank 2 (Buy), with positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided comparatively stronger performance and carry a lower fee.
Madison Small Cap fund invests in U.S. small-cap companies that the advisors believe are undervalued and have potential for capital appreciation.
Faraz Farzam has been the lead manager of BVAOX since Jan. 29, 2010. Most of the fund’s holdings were in companies such as Encompass Health Corp (4.1%), The Scotts Miracle-Gro Co (3.7%) and Knowles Corp (3.6%) as of April 30, 2026.
BVAOX’s 3-year and 5-year annualized returns are 10.2% and 2%, respectively. Its net expense ratio is 1.10%. BVAOX has a Zacks Mutual Fund Rank #2.
To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.
Madison Small Cap fund invests, under normal circumstances, not less than 80% of the value of its net assets in a diversified portfolio of equity securities (primarily common stocks) of companies with market capitalizations at the time of purchase under $2 billion.
Aaron Garcia has been the lead manager of MSCIX since Jan. 29, 2010. Most of the fund’s holdings were in companies such as Encompass Health Corp (4.1%), The Scotts Miracle-Gro Co (3.7%) and Knowles Corp (3.6%) as of April 30, 2026.
MSCIX’s 3-year and 5-year annualized returns are 10.3% and 2.1%, respectively. Its net expense ratio is 0.34%. MSCIX has a Zacks Mutual Fund Rank #2.
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Invest in 2 Madison Mutual Funds for Long-Term Growth
Madison Investments is an employee-owned, independent investment management firm. The firm offers a range of actively managed investment strategies across equities, fixed-income and asset allocation. All of the investment portfolios are managed based on a disciplined investment approach which emphasizes fundamental research, quality investments and negative outright returns during periods of market decline.
The company’s “Participate & Protect” investment philosophy aims to increase value during market upswings while minimizing potential losses during market declines. Equity investments are selected with a view to their investment potential, rather than to the replication of an index. Fixed-income investments and credit analysis are examined on a fundamental basis. Asset allocation is flexible and designed to reflect current market conditions. All these factors make it a viable investment option.
We have picked two Madison mutual funds – Madison Small Cap (BVAOX - Free Report) and Madison Small Cap (MSCIX - Free Report) – which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or Rank 2 (Buy), with positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided comparatively stronger performance and carry a lower fee.
Madison Small Cap fund invests in U.S. small-cap companies that the advisors believe are undervalued and have potential for capital appreciation.
Faraz Farzam has been the lead manager of BVAOX since Jan. 29, 2010. Most of the fund’s holdings were in companies such as Encompass Health Corp (4.1%), The Scotts Miracle-Gro Co (3.7%) and Knowles Corp (3.6%) as of April 30, 2026.
BVAOX’s 3-year and 5-year annualized returns are 10.2% and 2%, respectively. Its net expense ratio is 1.10%. BVAOX has a Zacks Mutual Fund Rank #2.
To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.
Madison Small Cap fund invests, under normal circumstances, not less than 80% of the value of its net assets in a diversified portfolio of equity securities (primarily common stocks) of companies with market capitalizations at the time of purchase under $2 billion.
Aaron Garcia has been the lead manager of MSCIX since Jan. 29, 2010. Most of the fund’s holdings were in companies such as Encompass Health Corp (4.1%), The Scotts Miracle-Gro Co (3.7%) and Knowles Corp (3.6%) as of April 30, 2026.
MSCIX’s 3-year and 5-year annualized returns are 10.3% and 2.1%, respectively. Its net expense ratio is 0.34%. MSCIX has a Zacks Mutual Fund Rank #2.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>