MSCIX Mutual Fund (Madison Small Cap Fund Class I) is managed by Madison Funds with $11.6M in net assets. MSCIX expense ratio is 1.00%, holding 49 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2021-02-26.

MSCIX performance shows a YTD return of 11.65%. The 1-year return is 10.57% and the 5-year return is 2.32%. MSCIX dividend yield stands at 8.88%, paid annually.

MSCIX top holdings include State Street Institutional US Government Money Market Fund (5.3%), Scotts Miracle-Gro Company (4.0%), Emcompass Health Corporation (3.8%), Hayward Acquisition Inc (3.8%), Entegris Inc Common Stock Usd 0.01 (3.4%). View all MSCIX holdings, sector breakdown, or dividend history.

MSCIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.