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Saratoga Mid Capitalization I (SMIPX)

14.69 Up 0.07(0.48%) Apr 17
Get the big picture on all your investments.
Prev Close:14.62
YTD Return*:5.34%
Net Assets*:18.03M
Yield*:N/A

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SMIPX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CSTM2.4728.92
SWKS2.1531.69
HCA2.148.78
HTZ2.08-3.84
NCR2.037.60

Fund Basics

Morningstar Overall Rating:
Total Assets:18.03M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):1.63%

Performance & Risk

YTD Return:5.34%
5y Avg Return:22.69%
Rank in Category (ytd):3
% Rank in Category (ytd):0.72%
Beta (3y):1.22
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities of companies traded on U.S. exchanges or over-the-counter ("OTC") markets that have a total market capitalization of between $1 billion and $15 billion at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities. Such investment strategies could result in the Portfolio not achieving its investment objective. View More
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