Madison Small Cap Equity (S:0P0000PWUH)
91.92
+2.31
(+2.58%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of March 15, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Encompass Health Corp. | 4.09% | 100.37 | 0.07% |
| Hayward Holdings, Inc. | 3.48% | 14.25 | -0.21% |
| Scotts Miracle-Gro Co. | 3.44% | 60.96 | 2.20% |
| Core & Main, Inc. | 3.30% | 48.06 | 0.90% |
| HealthEquity, Inc. | 2.97% | 77.81 | 1.33% |
| Texas Capital Bancshares, Inc. | 2.96% | 92.52 | 0.19% |
| FormFactor, Inc. | 2.90% | 89.92 | 1.72% |
| Entegris, Inc. | 2.78% | 108.28 | -1.55% |
| Option Care Health, Inc. | 2.75% | 29.29 | -0.34% |
| Box, Inc. | 2.59% | 24.89 | 0.77% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |