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Saratoga Small Capitalization I (SSCPX)

5.98
+0.02
+(0.34%)
At close: 6:07:14 PM EDT
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  • Previous Close 5.96
  • YTD Return -11.27%
  • Expense Ratio 1.88%
  • Category Small Blend
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.63M
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 135.00%
  • Last Dividend 0.00
  • Inception Date Jan 4, 1999

The fund will normally invest at least 80% of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000® Index. The Russell 2000® Index is reconstituted annually at the midpoint of the calendar year. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.

Saratoga

Fund Family

Small Blend

Fund Category

5.63M

Net Assets

1999-01-04

Inception Date

Performance Overview: SSCPX

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Trailing returns as of 4/11/2025. Category is Small Blend.

YTD Return

SSCPX
11.27%
Category
20.19%
 

1-Year Return

SSCPX
10.70%
Category
60.18%
 

3-Year Return

SSCPX
0.06%
Category
11.32%
 

5-Year Return

SSCPX
15.57%
Category
13.88%
 

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Holdings: SSCPX

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Sector Weightings

SectorSSCPX
Healthcare   17.01%
Industrials   12.99%
Technology   12.84%
Real Estate   7.35%
Energy   2.62%
Utilities   1.63%

Recent News: SSCPX

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Research Reports: SSCPX

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