Saratoga Mid Capitalization Portfolio Fund Class Institutional
SMIPX
NASDAQ
| Weiss Ratings | SMIPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | SMIPX-NASDAQ | Click to Compare |
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| Provider | Saratoga | |||
| Manager/Tenure (Years) | Dennis G. Alff (19), Christopher Wallis (19), Sundeep Khanna (1) | |||
| Website | http://www.saratogacap.com/ | |||
| Fund Information | SMIPX-NASDAQ | Click to Compare |
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| Fund Name | Saratoga Mid Capitalization Portfolio Fund Class Institutional | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 07, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SMIPX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | SMIPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.11% | |||
| Asset Allocation | SMIPX-NASDAQ | Click to Compare |
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| Cash | 3.48% | |||
| Stock | 96.52% | |||
| U.S. Stock | 93.76% | |||
| Non-U.S. Stock | 2.76% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SMIPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.72% | |||
| 30-Day Total Return | -3.72% | |||
| 60-Day Total Return | -2.20% | |||
| 90-Day Total Return | 1.47% | |||
| Year to Date Total Return | 3.67% | |||
| 1-Year Total Return | 24.16% | |||
| 2-Year Total Return | 22.36% | |||
| 3-Year Total Return | 54.09% | |||
| 5-Year Total Return | 48.49% | |||
| Price | SMIPX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SMIPX-NASDAQ | Click to Compare |
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| Nav | $12.42 | |||
| 1-Month Low NAV | $11.74 | |||
| 1-Month High NAV | $12.93 | |||
| 52-Week Low NAV | $11.46 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.29 | |||
| 52-Week High Price (Date) | Dec 04, 2025 | |||
| Beta / Standard Deviation | SMIPX-NASDAQ | Click to Compare |
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| Beta | 1.14 | |||
| Standard Deviation | 16.43 | |||
| Balance Sheet | SMIPX-NASDAQ | Click to Compare |
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| Total Assets | 10.24M | |||
| Operating Ratios | SMIPX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.22% | |||
| Turnover Ratio | 152.00% | |||
| Performance | SMIPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.67% | |||
| Last Bear Market Total Return | -11.45% | |||