SSCYX – Saratoga Small Capitalization A Investment Strategy | Morningstar

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Strategy

The investment seeks maximum capital appreciation. The fund will normally invest at least 80% of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000® Index. The Russell 2000® Index is reconstituted annually at the midpoint of the calendar year. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SSCPX	Saratoga Small Capitalization Portfolio Fund Class Institutional	Institutional	Open			Sep 1, 1994	$7.03M	2.500%	High	$250	−$219,165.18
SSCYX	Saratoga Small Capitalization Portfolio Fund Class A	Front Load	Open			Feb 14, 2006	$75,174.00	2.920%	High	$2,500	−$4,031.09
SSCCX	Saratoga Small Capitalization Portfolio Fund Class C	Level Load	Open			Jan 4, 1999	$33,024.00	3.590%	High	$2,500	$18,713.21

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