Dow Down 1.29% Nasdaq Down 3.25%

Saratoga Mid Capitalization A (SPMAX)

10.10 Down 0.26(2.51%) Feb 5
Prev Close:10.36
YTD Return*:-8.75%
Net Assets*:16.09M
Yield*:N/A

* As of 31-Jan-16

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

Headlines

  • No Headlines available for SPMAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JAH3.10N/A
LOPE2.56N/A
SYF2.52N/A
VWR2.50N/A
ISBC2.45N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:16.09M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):1.81%

Performance & Risk

YTD Return:-8.75%
5y Avg Return:7.58%
Rank in Category (ytd):87
% Rank in Category (ytd):20.14%
Beta (3y):1.05
Morningstar Risk Rating:4

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. It 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