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Saratoga Small Capitalization C SSCCX

Quantitative rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 0.95  /  1.04 %
  • Total Assets 6.3 Mil
  • Adj. Expense Ratio
    3.050%
  • 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.

Summary

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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.

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