Skip to Content
Morningstar

Saratoga Small Capitalization A SSCYX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 5.59  /  1.08 %
  • Total Assets 6.1 Mil
  • Adj. Expense Ratio
    2.470%
  • Expense Ratio 2.470%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 95%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis SSCYX

Will SSCYX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSCYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SSCYX 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 SSCYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Saratoga Small Capitalization A'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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSCYX

More SSCYX Holdings
  • Current Portfolio Date
  • Equity Holdings 102
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Instl Preferred Govt MMkt Instl

3.82
209,166
Cash and Equivalents

EMCOR Group Inc

2.52
137,836
Industrials

Applied Industrial Technologies Inc

2.29
125,264
Industrials

Super Micro Computer Inc

2.06
112,551
Technology

Sterling Infrastructure Inc

2.04
111,606
Industrials

Molina Healthcare Inc

1.81
98,886
Healthcare

Murphy USA Inc

1.64
89,584
Consumer Cyclical

Simpson Manufacturing Co Inc

1.56
85,635
Basic Materials

GATX Corp

1.51
82,723
Industrials

Janus International Group Inc Ordinary Shares - Class A

1.50
82,349
Industrials