Morningstar

Saratoga Mid Capitalization C SPMCX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 9.39  /  +0.75 %
  • Total Assets 12.9 Mil
  • Adj. Expense Ratio
    2.700%
  • Expense Ratio 2.700%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 68%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SPMCX

Will SPMCX 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 SPMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Saratoga Mid Capitalization C 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPMCX

More SPMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Royal Caribbean Group

3.74 473,294
Consumer Cyclical

Tyler Technologies Inc

3.26 411,880
Technology

Nasdaq Inc

3.24 409,802
Financial Services

Corteva Inc

2.93 370,821
Basic Materials

IQVIA Holdings Inc

2.91 368,114
Healthcare

Monolithic Power Systems Inc

2.90 366,813
Technology

Vulcan Materials Co

2.73 345,883
Basic Materials

Bruker Corp

2.60 328,505
Healthcare

EastGroup Properties Inc

2.52 318,818
Real Estate

Axon Enterprise Inc

2.28 288,010
Industrials

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