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Morningstar

Saratoga Small Capitalization A SSCYX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 6.05  /  −1.31 %
  • Total Assets 6.7 Mil
  • Adj. Expense Ratio
    2.230%
  • Expense Ratio 2.230%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 95%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis SSCYX

Will SSCYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSCYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSCYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSCYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Saratoga Small Capitalization A's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSCYX

More SSCYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Instl Preferred Govt MMkt Instl

3.18 233,657
Cash and Equivalents

EMCOR Group Inc

2.22 163,030
Industrials

Madison Square Garden Entertainment Corp

2.08 152,497
Consumer Cyclical

Sylvamo Corp Ordinary Shares When Issued

2.02 148,065
Basic Materials

Summit Materials Inc Class A

1.97 144,872
Basic Materials

Applied Industrial Technologies Inc

1.92 141,088
Industrials

Arvinas Inc

1.89 138,906
Healthcare

Veeco Instruments Inc

1.83 134,484
Technology

Simpson Manufacturing Co Inc

1.83 134,390
Basic Materials

Mesa Laboratories Inc

1.77 129,827
Technology