MSCRX Mutual Fund

MSCRX Mutual Fund (Madison Small Cap Fund Class R6) is managed by Madison Funds with $865,605.92 in net assets. MSCRX expense ratio is 0.92%, holding 50 positions across sectors including Information Technology, Industrials, Materials. Inception date: 2022-02-28.

MSCRX performance shows a YTD return of 9.35%. The 1-year return is 9.50% and the 5-year return is 1.95%. MSCRX dividend yield stands at 9.13%, paid annually.

MSCRX 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 MSCRX holdings, MSCRX sectors, or MSCRX dividends.

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