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Saratoga Small Capitalization C SSCCX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 1.05  /  0.00
  • Total Assets 7.1 Mil
  • Adj. Expense Ratio
    2.810%
  • Expense Ratio 2.810%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield
  • Turnover 95%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis SSCCX

Will SSCCX outperform in future?

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

Saratoga Small Capitalization C's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy 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 SSCCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Instl Preferred Govt MMkt Instl

6.20 425,718
Cash and Equivalents

Arvinas Inc

2.76 189,336
Healthcare

Sterling Infrastructure Inc

1.92 131,983
Industrials

Applied Industrial Technologies Inc

1.83 125,373
Industrials

Arrow Financial Corp

1.82 125,115
Financial Services

Simpson Manufacturing Co Inc

1.81 124,529
Basic Materials

EMCOR Group Inc

1.67 114,824
Industrials

Janus International Group Inc Ordinary Shares - Class A

1.64 112,465
Industrials

Super Micro Computer Inc

1.60 110,009
Technology

Quaker Houghton

1.58 108,417
Basic Materials