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Saratoga Mid Capitalization C (SPMCX)
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8.59 - YTD Return 11.18%
- Expense Ratio 2.10%
- Category Mid-Cap Blend
- Last Cap Gain 20.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 12.64M
- Beta (5Y Monthly) 0.88
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 68.00%
- Last Dividend --
- Inception Date Jun 28, 2002
The Portfolio will normally invest at least 80% of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap® Index 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.
Saratoga
Fund Family
Mid-Cap Blend
Fund Category
12.64M
Net Assets
2002-06-28
Inception Date
Performance Overview: SPMCX
Trailing returns as of 4/22/2024. Category is Mid-Cap Blend.
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SMIPX Saratoga Mid Capitalization I
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VNVCX Natixis Vaughan Nelson Mid Cap C
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STPCX Saratoga Technology & Comm C
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SPXKX Shelton S&P 500 Index K
71.71
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SSCCX Saratoga Small Capitalization C
1.05
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SLVCX Saratoga Large Capitalization Value C
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SLGCX Saratoga Large Capitalization Growth C
9.45
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SPWIX SEI Small Cap Growth I (SIMT)
30.97
+2.24%
SPGIX SEI Large Cap Growth I (SIMT)
40.73
+1.47%
SPIIX SEI S&P 500 Index I (SIMT)
91.29
+1.20%
SPMIX Shelton S&P Midcap Index Investor
25.85
+1.25%
UBVCX Undiscovered Managers Behavioral Val C
72.90
+0.90%
STPAX Saratoga Technology & Comm A
21.06
+1.35%
SSCYX Saratoga Small Capitalization A
6.24
+2.13%
SPVZX PGIM Quant Solutions Mid-Cap Val Z
23.33
+0.69%
Holdings: SPMCX
Top 10 Holdings (30.03% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorSPMCX
Industrials 22.28%
Technology 19.11%
Financial Services 15.78%
Consumer Cyclical 9.26%
Healthcare 7.69%
Basic Materials 7.21%
Energy 6.68%
Communication Services 4.13%
Real Estate 3.81%
Utilities 2.56%
Consumer Defensive 1.48%
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