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Saratoga Small Capitalization A SSCYX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 6.56  /  +1.55 %
  • Total Assets 7.4 Mil
  • Adj. Expense Ratio
    2.230%
  • Expense Ratio 2.230%
  • 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 Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 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.

Saratoga Small Capitalization A's Average People Pillar and Process 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 highest quintile among peers.

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Portfolio Holdings SSCYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Instl Preferred Govt MMkt Instl

3.54 239,591
Cash and Equivalents

Super Micro Computer Inc

3.11 210,785
Technology

Arvinas Inc

2.00 135,124
Healthcare

Applied Industrial Technologies Inc

1.95 131,639
Industrials

Fulton Financial Corp

1.94 130,972
Financial Services

Janus International Group Inc Ordinary Shares - Class A

1.85 125,213
Industrials

EMCOR Group Inc

1.84 124,776
Industrials

Simpson Manufacturing Co Inc

1.73 116,920
Basic Materials

Arrow Financial Corp

1.71 115,824
Financial Services

Sterling Infrastructure Inc

1.71 115,729
Industrials