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Saratoga Mid Capitalization I SMIPX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 14.75  /  +0.07 %
  • Total Assets 12.6 Mil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield
  • Turnover 68%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis SMIPX

Will SMIPX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Saratoga Mid Capitalization I 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.

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Portfolio Holdings SMIPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marvell Technology Inc

3.15 360,502
Technology

Monolithic Power Systems Inc

3.05 349,578
Technology

EastGroup Properties Inc

2.91 333,568
Real Estate

Extra Space Storage Inc

2.81 321,379
Real Estate

Constellium SE Class A

2.67 306,094
Basic Materials

Vertiv Holdings Co Class A

2.63 301,647
Industrials

MongoDB Inc Class A

2.52 288,374
Technology

WillScot Mobile Mini Holdings Corp

2.48 284,510
Industrials

Diamondback Energy Inc

2.48 283,650
Energy

Skechers USA Inc Class A

2.47 283,165
Consumer Cyclical