Madison Small Financials
| MSCRX Fund | USD 11.80 0.03 0.25% |
Madison |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Madison Small Fund Summary
Madison Small competes with Voya Government. The fund invests primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. Under normal market conditions, it will maintain at least 80 percent of its net assets in small cap securities.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Madison |
| Mutual Fund Family | Madison Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 438 5789 |
| Currency | USD - US Dollar |
Madison Small Key Financial Ratios
Madison Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Madison Small's current stock value. Our valuation model uses many indicators to compare Madison Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Madison Small competition to find correlations between indicators driving Madison Small's intrinsic value. More Info.Madison Small Cap is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 2.81 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Madison Small's earnings, one of the primary drivers of an investment's value.Madison Small Cap Systematic Risk
Madison Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Madison Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Madison Small Cap correlated with the market. If Beta is less than 0 Madison Small generally moves in the opposite direction as compared to the market. If Madison Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Madison Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Madison Small is generally in the same direction as the market. If Beta > 1 Madison Small moves generally in the same direction as, but more than the movement of the benchmark.
Madison Small January 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Madison Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Madison Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Madison Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Madison Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Madison Small's daily price indicators and compare them against related drivers.
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 13.93 | |||
| Value At Risk | (1.41) | |||
| Potential Upside | 1.84 |
Other Information on Investing in Madison Mutual Fund
Madison Small financial ratios help investors to determine whether Madison Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Madison with respect to the benefits of owning Madison Small security.
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