Saratoga Small Capitalization I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Saratoga Small Capitalization Portfolio Fund Class Institutional SSCPX
- NAV / 1-Day Return 8.11 / −1.10 %
- Total Assets 7.3M
-
Adj. Expense Ratio
2.500%
- Expense Ratio 2.500%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Growth
- Min. Initial Investment 250
- Status Open
- TTM Yield 0.00
- Turnover 145%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SSCPX
Will SSCPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SSCPX 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 SSCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Comfort Systems USA Inc | 2.31 | 163,782 | Industrials |
CommVault Systems Inc | 2.22 | 157,714 | Technology |
Kulicke & Soffa Industries Inc | 2.20 | 156,123 | Technology |
Vestis Corp | 2.18 | 154,888 | Industrials |
Advanced Energy Industries Inc | 2.11 | 149,725 | Industrials |
EMCOR Group Inc | 2.01 | 142,667 | Industrials |
Allient Inc | 1.98 | 140,400 | Technology |
Credo Technology Group Holding Ltd | 1.96 | 138,860 | Technology |
Fabrinet | 1.88 | 133,277 | Technology |
Primoris Services Corp | 1.81 | 128,435 | Industrials |
United States