Morningstar

Saratoga Mutual Funds

View all of Saratoga’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Saratoga Mutual Funds List

1 to 25 of 42 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Saratoga Small Capitalization Portfolio Fund Class InstitutionalSSCPXSmall Blend
13.87%502.500%HighInstitutional$250
Saratoga Large Capitalization Growth Portfolio Fund Class CSLGCXLarge Growth
−0.50%862.830%HighLevel Load$2,500
Saratoga Large Capitalization Growth Portfolio Fund Class InstitutionalSLCGXLarge Growth
−0.06%841.830%HighInstitutional$250
Saratoga Large Capitalization Growth Portfolio Fund Class ASLGYXLarge Growth
−0.39%862.230%HighFront Load$2,500
Saratoga Aggressive Balanced Allocation Portfolio Class ISABIXModerately Aggressive Allocation
3.47%962.280%HighInstitutional$2,500
Saratoga Moderately Aggressive Balanced Allocation Portfolio Class ISAMIXModerate Allocation
2.74%932.170%HighInstitutional$2,500
Saratoga Health & Biotechnology Portfolio Fund Class ASHPAXHealth
14.57%473.000%HighFront Load$2,500
Saratoga Mid Capitalization Portfolio Fund Class InstitutionalSMIPXMid-Cap Blend
11.85%462.220%HighInstitutional$250
Saratoga Large Capitalization Value Fund Class InstitutionalSLCVXMid-Cap Blend
−2.77%981.790%HighInstitutional$250
Saratoga Moderate Balanced Allocation Portfolio Class ISBMIXModerate Allocation
2.14%952.100%HighInstitutional$2,500
Saratoga Mid Capitalization Portfolio Fund Class ASPMAXMid-Cap Blend
11.49%492.650%HighFront Load$2,500
Saratoga Technology & Communications Portfolio Class InstitutionalSTPIXTechnology
7.04%812.420%HighInstitutional$250
Saratoga Conservative Balanced Allocation Portfolio Class ILUNAXModerately Conservative Allocation
0.89%951.750%HighInstitutional$2,500
Saratoga Small Capitalization Portfolio Fund Class CSSCCXSmall Blend
14.71%423.590%HighLevel Load$2,500
Saratoga Small Capitalization Portfolio Fund Class ASSCYXSmall Blend
13.50%522.920%HighFront Load$2,500
Saratoga Moderately Conservative Balanced Allocation Portfolio Class ASMACXModerate Allocation
1.82%962.230%HighFront Load$2,500
Saratoga Moderate Balanced Allocation Portfolio Class ASMPAXModerate Allocation
1.90%952.350%HighFront Load$2,500
Saratoga Health & Biotechnology Portfolio Fund Class InstitutionalSBHIXHealth
14.89%452.600%HighInstitutional$250
Saratoga Conservative Balanced Allocation Portfolio Class ASCAAXModerately Conservative Allocation
0.62%962.000%HighFront Load$2,500
Saratoga Health & Biotechnology Portfolio Fund Class CSHPCXHealth
13.99%473.600%HighLevel Load$2,500
Saratoga Technology & Communications Portfolio Class ASTPAXTechnology
6.69%812.820%HighFront Load$2,500
Saratoga Moderately Aggressive Balanced Allocation Portfolio Class ASAMAXModerate Allocation
2.51%932.420%HighFront Load$2,500
Saratoga Moderately Conservative Balanced Allocation Portfolio Class ISMICXModerate Allocation
1.82%961.980%HighInstitutional$2,500
Saratoga Aggressive Balanced Allocation Portfolio Class ASABAXModerately Aggressive Allocation
3.24%972.530%HighFront Load$2,500
Saratoga Moderate Balanced Allocation Portfolio Class CSBMCXModerate Allocation
1.35%973.100%HighLevel Load$2,500

Saratoga Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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