BVAOX Mutual Fund

BVAOX Mutual Fund (Madison Small Cap Fund) is managed by Madison Funds with $137.3M 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 9.21%. The 1-year return is 9.15% and the 5-year return is 1.88%. BVAOX dividend yield stands at 9.06%, paid annually.

BVAOX top holdings include Ssc Government Gvmxx El Ssc Gov K161Gvmxx Early 08/03/2026 (5.5%), Emcompass Health Corporation (4.5%), Scotts Miracle-Gro Company (3.9%), Knowles Corp (3.3%), Healthequity Inc (3.2%). 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.