Madison Small Cap Fund Class A (MASMX)

Overview

This fund specializes in investing primarily in a diversified portfolio of small cap U.S. companies. These companies are selected based on their perceived undervaluation by various metrics and their potential for capital appreciation. The fund aims to capitalize on the growth opportunities presented by small cap entities by employing a strategic investment approach that identifies undervalued stocks. It maintains a commitment to investing at least 80% of its net assets, including borrowings for investment purposes, in small cap securities, ensuring a focused yet diversified investment strategy in the small cap market segment.

Products and Services

• Diversified Small Cap Stock Investments

  This core service involves the selection and management of a diversified portfolio of small cap stocks. By focusing on companies considered undervalued, the fund seeks to maximize returns through capital appreciation. This involves rigorous analysis and selection processes to identify stocks with the best potential for growth, leveraging the inherent higher growth potential of small cap companies compared to their larger counterparts.

• Capital Appreciation Focus

  The fund is designed with the primary goal of capital appreciation in mind, targeting securities that offer sound prospects for growth. It strategically invests in undervalued small cap stocks that are poised for significant price appreciation. This forward-looking investment philosophy is centered around identifying and capitalizing on market inefficiencies and the potential for substantial returns in the small cap market segment.