The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Saratoga Small 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.
- NAV / 1-Day Return 0.95 / 1.04 %
- Total Assets 6.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 3.050%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Blend
- Min. Initial Investment 250
- Status Open
- TTM Yield 0.00
- Turnover 104%
Morningstar’s Analysis SSCCX
Will SSCCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.