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    Saratoga Small Capitalization I (SSCPX)

    9.54 Up 0.07(0.74%) Jul 30
    Prev Close:9.54
    YTD Return*:0.20%
    Net Assets*:13.16M
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for SSCPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CNOB3.81N/A
    SIMO.TW3.42N/A
    AOS3.10N/A
    EGBN3.06N/A
    TFX3.05N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:13.16M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:0.20%
    5y Avg Return:12.38%
    Rank in Category (ytd):87
    % Rank in Category (ytd):10.85%
    Beta (3y):0.98
    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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