BVAOX : Madison Small Cap Fund Class Y

BVAOX is a US Stocks Market Small Blend with HIGH fees.

BVAOX

Madison Small Cap Fund Class Y

FI Score

33 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

33% FI Score
  • bvaox
  • Mutual Fund
  • US Stocks
  • Small Blend

Madison Small Cap Fund Class Y

Expenses: 1.21% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in small cap securities.

Largest Holdings

Amount Holding
3.96% The Hain Celestial Group Inc
3.65% Masco Corp
3.20% Encompass Health Corp
3.03% CommVault Systems Inc
2.97% Edgewell Personal Care Co
2.76% MGIC Investment Corp
2.69% PRA Health Sciences Inc
2.61% Boston Beer Co Inc Class A
2.46% Catalent Inc
2.38% TCF Financial Corp
2.32% FireEye Inc
2.09% Phibro Animal Health Corp Class A
2.02% The Scotts Miracle Gro Co A
2.00% Covetrus Inc
1.92% Healthcare Services Group Inc
1.91% Globus Medical Inc Class A
1.86% FLIR Systems Inc
1.84% WillScot Corp
1.79% Entegris Inc
1.79% Western Alliance Bancorp
1.77% Rexnord Corp
1.76% PRA Group Inc
1.73% Brunswick Corp
1.72% Crane Co
1.64% AMN Healthcare Services Inc

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