BVAOX Mutual Fund

BVAOX Mutual Fund (Madison Small Cap Fund) is managed by Madison Funds with $148.5M in net assets. BVAOX expense ratio is 1.10%, holding 50 positions across sectors including Information Technology, Industrials, Materials. Inception date: 1996-12-16.

BVAOX performance shows a YTD return of 9.21%. The 1-year return is 9.15% and the 5-year return is 1.88%. BVAOX dividend yield stands at 9.21%, paid annually.

BVAOX top holdings include Knowles Corp (3.6%), Core & Main Lp 144a (3.2%), Leonardo DRS Inc (2.0%), Advanced Drainag Tm B 1ln 7/26 (1.6%), Aaon, Inc. (1.6%). 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.