MERAX Mutual Fund

MERAX Mutual Fund (Madison Mid Cap Fund Class A) is managed by Madison Funds with $69.6M in net assets. MERAX expense ratio is 1.15%, holding 37 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2013-04-19.

MERAX performance shows a YTD return of 6.83%. The 1-year return is 10.11% and the 5-year return is 7.33%. MERAX dividend yield stands at 3.14%, paid annually.

MERAX top holdings include Arch Capital Group Ltd. (7.6%), Ross Stores, Inc. (5.9%), Amphenol Corp. Class A (5.0%), Brown & Brown Inc (4.1%), Csl Ltd. - Adr (4.0%). Go to all MERAX holdings, MERAX sectors, or MERAX dividends.

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