Morningstar

Madison Mid Cap I MDCIX

Morningstar Medalist Rating
Medalist Rating as of | See Madison Investment Investment Hub
  • NAV / 1-Day Return 17.69  /  +0.11 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.19%
  • Turnover 10%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MDCIX

Will MDCIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MDCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MDCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MDCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lowering of its Process Pillar rating is the primary driver of Madison Mid Cap I's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MDCIX

More MDCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arch Capital Group Ltd

9.12 159.6 Mil
Financial Services

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8.04 140.8 Mil
Cash and Equivalents

Gartner Inc

6.43 112.5 Mil
Technology

Ross Stores Inc

5.69 99.6 Mil
Consumer Cyclical

Brown & Brown Inc

4.87 85.2 Mil
Financial Services

Carlisle Companies Inc

4.26 74.6 Mil
Industrials

Copart Inc

4.09 71.5 Mil
Industrials

Amphenol Corp Class A

3.90 68.2 Mil
Technology

PACCAR Inc

3.75 65.6 Mil
Industrials

Moelis & Co Class A

3.51 61.5 Mil
Financial Services

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