Skip to Content

Saratoga Small Capitalization I SSCPX

Quantitative rating as of
NAV / 1-Day Return
6.93  /  0.43 %
Total Assets
6.0 Mil
Adj. Expense Ratio
2.060%
Expense Ratio
1.700%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Small Growth
Investment Style
Small Blend
Min. Initial Investment
250
Status
Open
TTM Yield
0.00
Turnover
103%

Morningstar’s Analysis SSCPX

Will SSCPX outperform in future?

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

Summary

|

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Saratoga Small Capitalization I 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.

Unlock our full analysis with Morningstar Investor