BVAOX Mutual Fund

BVAOX Mutual Fund (Madison Small Cap Fund) is managed by Madison Funds with $132.9M in net assets. BVAOX expense ratio is 1.10%, holding 50 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1996-12-16.

BVAOX performance shows a YTD return of 10.98%. The 1-year return is 9.06% and the 5-year return is 3.06%. BVAOX dividend yield stands at 9.06%, paid annually.

BVAOX top holdings include Emcompass Health Corporation (4.9%), Workiva Inc (4.0%), Scotts Miracle-Gro Company (3.5%), Gitlab Inc Cl A (3.4%), Ssc Government Gvmxx El Ssc Gov K161Gvmxx Early 09/01/2026 (3.1%). Go to all BVAOX holdings, BVAOX sectors, or BVAOX dividends.

BVAOX can be compared against other funds. Use BVAOX overlap to find shared positions, or BVAOX vs another fund for a side-by-side view. BVAOX alternatives are available via the screener, along with tax-loss harvesting opportunities.