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Saratoga Mid Capitalization C SPMCX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 8.94  /  +1.02 %
  • Total Assets 12.1 Mil
  • Adj. Expense Ratio
    2.700%
  • Expense Ratio 2.700%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield
  • Turnover 68%

USD | NAV as of Jul 16, 2024 | 1-Day Return as of Jul 16, 2024, 12:12 AM GMT+0

Morningstar’s Analysis SPMCX

Will SPMCX 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 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.

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Portfolio Holdings SPMCX

  • 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

Royal Caribbean Group

3.69 443,040
Consumer Cyclical

Constellium SE Class A

3.63 436,325
Basic Materials

DoorDash Inc Ordinary Shares - Class A

3.36 403,553
Communication Services

Monolithic Power Systems Inc

3.31 397,240
Technology

Tyler Technologies Inc

3.08 369,877
Technology

Corteva Inc

3.06 366,966
Basic Materials

Nasdaq Inc

2.95 353,885
Financial Services

TechnipFMC PLC

2.88 346,101
Energy

IQVIA Holdings Inc

2.69 323,158
Healthcare

Vulcan Materials Co

2.53 304,366
Basic Materials