About BVAOX
Madison Small Cap Fund Class Y is a mutual fund designed to provide long-term capital appreciation by investing primarily in a diversified portfolio of small-cap U.S. companies. The fund targets businesses that are perceived to be undervalued relative to their intrinsic worth, focusing on stocks trading at attractive prices with solid prospects for growth. Its investment approach seeks to balance exposure across a variety of sectors, including basic materials, industrials, healthcare, consumer defensive, consumer cyclical, and communication services, as reflected in its top holdings. As a "small blend" fund, it includes both value and growth-oriented companies within the small-cap space, aiming to capture opportunities throughout the market cycle.
Madison Small Cap Fund Class Y typically maintains at least 80% of its assets in small-cap securities, offering investors a way to access the potential for higher growth associated with smaller companies, while diversifying risk across approximately 45 holdings. The fund features an institutional share class, a moderate management expense ratio, and annual dividend distributions. Since its inception in 1996, it has served as part of the Madison Funds family, offering a disciplined and research-driven strategy to investors seeking exposure to U.S. small-cap equities.
Fund Family Madison Funds
Category Small Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BVAOX
Share Class Small Cap Fund Class Y
Index Russell 2000 TR
BVAOX had a total return of 9.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.20%.
