Morningstar

Saratoga Mid Capitalization Portfolio Fund Class Institutional SMIPX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 13.46  /  +1.13 %
  • Total Assets 10.4M
  • Adj. Expense Ratio
    2.220%
  • Expense Ratio 2.220%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 152%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:21 AM GMT+0

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
Rated on Published on

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Portfolio Holdings SMIPX

More SMIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Evergy Inc

3.55 385,166
Utilities

Alliant Energy Corp

3.42 370,887
Utilities

CMS Energy Corp

3.40 368,949
Utilities

WEC Energy Group Inc

3.38 367,104
Utilities

BNY Dreyfus Instl Pref Govt MMkt Instl

3.36 364,867
Cash and Equivalents

Baker Hughes Co Class A

3.12 338,139
Energy

AutoZone Inc

2.92 316,706
Consumer Cyclical

Royal Caribbean Group

2.89 313,526
Consumer Cyclical

Carnival Corporation Ltd

2.76 299,653
Consumer Cyclical

Burlington Stores Inc

2.65 287,414
Consumer Cyclical

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