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Morningstar

Saratoga Mid Capitalization C SPMCX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 7.19  /  1.24 %
  • Total Assets 10.4 Mil
  • Adj. Expense Ratio
    3.020%
  • Expense Ratio 3.020%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield —
  • Turnover 43%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis SPMCX

Will SPMCX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPMCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SPMCX 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 SPMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Saratoga Mid Capitalization C 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPMCX

More SPMCX Holdings
  • Current Portfolio Date
  • Equity Holdings 62
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Republic Services Inc

4.27
470,708
Industrials

AutoZone Inc

4.07
449,191
Consumer Cyclical

Cencora Inc

4.04
445,756
Healthcare

Dreyfus Instl Preferred Govt MMkt Instl

3.88
427,349
Cash and Equivalents

FactSet Research Systems Inc

3.10
341,506
Financial Services

CACI International Inc Class A

2.78
306,635
Technology

Nasdaq Inc

2.64
290,822
Financial Services

Maximus Inc

2.56
282,271
Industrials

Performance Food Group Co

2.51
276,689
Consumer Defensive

EastGroup Properties Inc

2.50
275,515
Real Estate