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Saratoga Mid Capitalization C SPMCX Fund Analysis

| Quantitative rating as of | See Saratoga Investment Hub

Morningstar’s Analysis SPMCX

Will SPMCX 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 C 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 highest quintile among peers.

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