Morningstar

Saratoga Small Capitalization Portfolio Fund Class A SSCYX

Morningstar Medalist Rating
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Medalist Rating as of See Saratoga Investment Hub
  • NAV / 1-Day Return $6.39  /  −0.62 %
  • Fund Size $6.8M
  • Adjusted Expense Ratio 2.920%
  • Net Expense Ratio 2.920%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 145%
NAV and 1-Day Return as of

Morningstar’s Analysis SSCYX

Will SSCYX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Saratoga Small Capitalization A 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SSCYX

More SSCYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BNY Dreyfus Instl Pref Govt MMkt Instl

3.04 215,256
Cash and Equivalents

Vestis Corp

1.90 134,320
Industrials

Allient Inc

1.90 134,152
Technology

CommVault Systems Inc

1.87 132,294
Technology

Kulicke & Soffa Industries Inc

1.86 131,539
Technology

International Seaways Inc

1.85 130,994
Energy

Comfort Systems USA Inc

1.81 128,286
Industrials

Independent Bank Corp

1.73 122,582
Financial Services

Watts Water Technologies Inc Class A

1.63 115,211
Industrials

Remitly Global Inc

1.59 112,709
Technology

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