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 April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Encompass Health Corp. | 3.97% | 105.85 | 0.67% |
| Scotts Miracle-Gro Co. | 3.72% | 64.24 | -1.80% |
| Core & Main, Inc. | 3.34% | 50.71 | -0.98% |
| Hayward Holdings, Inc. | 3.20% | 13.48 | -0.88% |
| Knowles Corp. | 3.10% | 26.05 | -0.15% |
| Shake Shack, Inc. | 3.00% | 91.84 | -0.58% |
| Power Integrations, Inc. | 2.97% | 50.29 | -2.24% |
| HealthEquity, Inc. | 2.89% | 82.11 | -1.59% |
| Carlisle Cos., Inc. | 2.55% | 330.20 | -0.40% |
| Option Care Health, Inc. | 2.47% | 27.86 | 0.47% |
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 | -- |