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.
Saratoga Mid Capitalization Portfolio Fund Class Institutional SMIPX
- NAV / 1-Day Return 14.51 / −0.75 %
- Total Assets 11.8M
-
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 Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:41 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Monolithic Power Systems Inc | 3.80 | 421,361 | Technology |
Hubbell Inc | 3.78 | 419,240 | Industrials |
Burlington Stores Inc | 3.75 | 416,013 | Consumer Cyclical |
Alliant Energy Corp | 3.31 | 367,884 | Utilities |
Evergy Inc | 3.31 | 366,981 | Utilities |
WEC Energy Group Inc | 3.30 | 366,793 | Utilities |
CMS Energy Corp | 3.24 | 359,911 | Utilities |
Marvell Technology Inc | 3.11 | 345,164 | Technology |
TechnipFMC PLC | 3.06 | 340,065 | Energy |
Curtiss-Wright Corp | 2.73 | 302,484 | Industrials |
United States