Madison Mid Cap Fund Class A (MERAX) Research

The fund's primary goal is to deliver long-term capital appreciation. It predominantly invests in common stocks, equity-linked securities, and convertible instruments issued by "mid-capitalization" companies. These "mid-cap" firms are defined as having a market value ranging from $500 million to $50 billion. Typically, under normal market conditions, at least 80% of the fund's net assets—inclusive of any borrowed capital for investment—will be allocated to such mid-cap securities.

Market snapshot

Symbol
MERAX
Price
$14.65
Day change
+0.96%
Market cap
$1.7B
52-week range
13.76-15.69
Sector
Financial Services
Industry
Asset Management

Peer companies

  • iShares Russell Mid-Cap Index Inv A (BRMAX)
  • iShares Russell Mid-Cap Index K (BRMKX)
  • Madison Mid Cap Fund Class Y (GTSGX)
  • Harbor Small Cap Value Fund Institutional Class (HASCX)
  • Columbia Dividend Opportunity Fund Class A (INUTX)
  • BlackRock Emerging Markets Fund, Inc. (MADCX)
  • BlackRock Emerging Markets Fund, Inc. (MDDCX)
  • ClearBridge Large Cap Value Fund Class I (SAIFX)

Open Madison Mid Cap Fund Class A (MERAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.