Morningstar

Saratoga Mid Capitalization Portfolio Fund Class Institutional SMIPX

Morningstar Medalist Rating
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Medalist Rating as of See Saratoga Investment Hub
  • NAV / 1-Day Return $13.40  /  −0.15 %
  • Fund Size $10.3M
  • Adjusted Expense Ratio 2.220%
  • Net Expense Ratio 2.220%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $250
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 152%
NAV and 1-Day Return as of

Morningstar’s Analysis SMIPX

Will SMIPX outperform in the 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 SMIPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SMIPX 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 SMIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Saratoga Mid Capitalization I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SMIPX

More SMIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BNY Dreyfus Instl Pref Govt MMkt Instl

4.38 476,291
Cash and Equivalents

Alliant Energy Corp

3.19 347,378
Utilities

Baker Hughes Co Class A

3.18 346,348
Energy

CMS Energy Corp

3.12 339,960
Utilities

SLB Ltd

2.93 319,131
Energy

WEC Energy Group Inc

2.90 315,325
Utilities

Evergy Inc

2.88 313,952
Utilities

AutoZone Inc

2.80 305,106
Consumer Cyclical

Dollar General Corp

2.51 273,146
Consumer Defensive

Vulcan Materials Co

2.45 266,884
Basic Materials

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