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Saratoga Mid Capitalization A SPMAX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 12.09  /  +0.92 %
  • Total Assets 12.2 Mil
  • Adj. Expense Ratio
    2.100%
  • Expense Ratio 2.100%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 68%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 1:32 AM GMT+0

Morningstar’s Analysis SPMAX

Will SPMAX 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 A 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 SPMAX

  • 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

Extra Space Storage Inc

4.22 490,610
Real Estate

EastGroup Properties Inc

3.45 401,953
Real Estate

Monolithic Power Systems Inc

3.01 350,083
Technology

Constellium SE Class A

2.70 313,671
Basic Materials

IQVIA Holdings Inc

2.66 310,049
Healthcare

Diamondback Energy Inc

2.49 290,000
Energy

ON Semiconductor Corp

2.48 288,596
Technology

Marvell Technology Inc

2.47 287,076
Technology

Skechers USA Inc Class A

2.46 286,141
Consumer Cyclical

Vulcan Materials Co

2.43 282,627
Basic Materials