Saratoga Mid Capitalization I
1101 Stewart Ave Mineola, NY 11501-4803
Map
Phone: 800-807-3863
| Category: | Mid-Cap Blend | | Fund Family: | Saratoga | | Net Assets: | 9.70M | | Year-to-Date Return: | 21.32% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jan-03 |
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Dennis G. Alff
Lead Manager since
31-Mar-06 | | | Alff joined Vaughan Nelson as a portfolio manager in March 2006. Prior to joining the firm he was a vice president in the Credit Arbitrage and Asset Investments department at Koch Capital Markets from 2001 to 2006, and was a project leader at The Boston Consulting Group from 1997 to 2001. He has over 11 years of investment management and research experience. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of total assets in equity securities of U.S companies that have a total market capitalization of between $1 billion and $15 billion at the time of purchase including common stocks, preferred stocks, securities convertible into common stocks and warrants. The Portfolio may also invest in equity securities of foreign companies. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(20-Dec-07):
| 0.78 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.71% |
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| Expense | SMIPX | Category
Avg | | Total Expense Ratio: | 1.41%
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 446 | $623 | | 5 Yr Expense Projection*: |
$ 771 | $964 | | 10 Yr Expense Projection*: |
$ 1,691 | $1,949 |
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0.34% Nasdaq 0.00%
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