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Rating:Madison Plans to Fold a Growth Fund into its Value Counterpart Not Rated 4.0 Email Routing List Email & Route  Print Print
Thursday, October 29, 2009

Madison Plans to Fold a Growth Fund into its Value Counterpart

News summary by MFWire's editors

Madison Investment Advisors plans to merge the $14 million Members Small Cap Growth Fund into the $17 million Members Small Cap Value Fund at the end of next month, an SEC filing reveals. When the reorganization is complete, the combined fund will be known as the Small Cap Fund.

The Members family includes 12 funds outside of the two small cap offerings.

In the SEC filing, Wisconsin-based Madison notes that "there has been a convergence of growth and value investing to the point that it is difficult today to distinguish between the two."

The funds' respective share classes have identical expenses, and the ratios will not change for the merged fund: 150 bps for Class A (front-load), 225 bps for Class B (back-load), 125 bps for Class Y. 

Edited by: Adam Kommel


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