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Saratoga Mid Capitalization A (SPMAX)
9.95
-0.12
(-1.19%)
As of 8:07:14 AM EDT. Market Open.
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10.07 - YTD Return -4.89%
- Expense Ratio 2.03%
- Category Mid-Cap Blend
- Last Cap Gain 34.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 10.92M
- Beta (5Y Monthly) 0.96
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 129.00%
- Last Dividend 0.00
- Inception Date Jun 28, 2002
The Portfolio will normally invest at least 80% of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap® Index at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. It invests in securities of companies that are believed by the Adviser to be undervalued, thereby offering above-average potential for capital appreciation.
Saratoga
Fund Family
Mid-Cap Blend
Fund Category
10.92M
Net Assets
2002-06-28
Inception Date
Performance Overview: SPMAX
View MoreTrailing returns as of 4/15/2025. Category is Mid-Cap Blend.
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STESX Bernstein International Strat Eqs SCB
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SMIPX Saratoga Mid Capitalization I
12.07
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SLCVX Saratoga Large Capitalization Value I
24.59
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STPCX Saratoga Technology & Communications Portfolio
9.96
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SPXKX Shelton S&P 500 Index K
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SPRAX PGIM Quant Solutions Mid-Cap Val A
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TMVIX Timothy Plan Large/Mid Cap Value I
21.51
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SPMIX Shelton S&P Midcap Index Investor
22.21
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SLVYX Saratoga Large Capitalization Value A
22.21
-1.20%
SLVCX Saratoga Large Capitalization Value C
15.47
-1.21%
SLGYX Saratoga Large Capitalization Growth A
19.62
-2.58%
SPWIX SEI Small Cap Growth I (SIMT)
27.59
-1.15%
SRECX PGIM Select Real Estate C
12.36
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Holdings: SPMAX
View MoreSector Weightings
SectorSPMAX
Financial Services 23.75%
Industrials 23.04%
Utilities 12.12%
Technology 10.37%
Consumer Cyclical 10.12%
Real Estate 6.20%
Energy 6.00%
Consumer Defensive 4.38%
Basic Materials 3.05%
Healthcare 0.96%
Communication Services 0.00%
Recent News: SPMAX
View MoreResearch Reports: SPMAX
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