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    Saratoga Small Capitalization I (SSCPX)

    9.76 Up 0.06(0.62%) Jan 26
    Prev Close:9.76
    YTD Return*:3.20%
    Net Assets*:13.13M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for SSCPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CNOB4.15-0.74
    SAIA3.160.63
    FNHC3.08-2.28
    TFX2.99-0.15
    CORE2.97-1.55

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:13.13M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:3.20%
    5y Avg Return:11.44%
    Rank in Category (ytd):67
    % Rank in Category (ytd):9.09%
    Beta (3y):1.00
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks maximum capital appreciation. The fund will normally invest at least 80% of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000® Index. The market capitalization range of the Russell 2000® Index at September 30, 2014 was $38 million to $7.2 billion. The Russell 2000® Index is reconstituted annually at the midpoint of the calendar year. View More
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