• FirefoxInstall the new Firefox »
  •  Dow Down 0.06% Nasdaq Up 0.42%

    Saratoga Mid Capitalization A (SPMAX)

    13.37 Up 0.06(0.45%) Feb 26
    Prev Close:13.31
    YTD Return*:-2.61%
    Net Assets*:18.06M
    Yield*:N/A

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for SPMAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    RAD2.55-6.25
    HCA2.53-4.37
    CCK2.31-12.08
    JAH2.291.80
    AMSG2.12-0.31

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:18.06M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.87%

    Performance & Risk

    YTD Return:-2.61%
    5y Avg Return:15.86%
    Rank in Category (ytd):57
    % Rank in Category (ytd):15.04%
    Beta (3y):1.07
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund will normally invest 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. The fund invests in securities of companies that are believed by the Adviser to be undervalued, thereby offering above-average potential for capital appreciation. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback