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Saratoga Mid Capitalization I SMIPX

Quantitative rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 12.28  /  0.74 %
  • Total Assets 11.3 Mil
  • Adj. Expense Ratio
    2.010%
  • Expense Ratio 2.010%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 43%

Morningstar’s Analysis SMIPX

Will SMIPX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Saratoga Mid Capitalization I to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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