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.
Saratoga Mid Capitalization A SPMAX
- NAV / 1-Day Return 12.29 / +1.32 %
- Total Assets 12.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.100%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Mid-Cap Blend
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 68%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis SPMAX
Will SPMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
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TechnipFMC PLC | 2.88 | 346,101 | Energy |
IQVIA Holdings Inc | 2.69 | 323,158 | Healthcare |
Vulcan Materials Co | 2.53 | 304,366 | Basic Materials |