Saratoga Small Capitalization Portfolio Fund Class C
SSCCX
NASDAQ
| Weiss Ratings | SSCCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SSCCX-NASDAQ | Click to Compare |
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| Provider | Saratoga | |||
| Manager/Tenure (Years) | Mitch E. Zacks (11) | |||
| Website | http://www.saratogacap.com/ | |||
| Fund Information | SSCCX-NASDAQ | Click to Compare |
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| Fund Name | Saratoga Small Capitalization Portfolio Fund Class C | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Jan 04, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | SSCCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | SSCCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.73% | |||
| Asset Allocation | SSCCX-NASDAQ | Click to Compare |
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| Cash | 2.90% | |||
| Stock | 97.09% | |||
| U.S. Stock | 96.02% | |||
| Non-U.S. Stock | 1.07% | |||
| 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 | SSCCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.00% | |||
| 30-Day Total Return | -4.76% | |||
| 60-Day Total Return | -4.76% | |||
| 90-Day Total Return | -6.97% | |||
| Year to Date Total Return | 17.64% | |||
| 1-Year Total Return | 13.34% | |||
| 2-Year Total Return | 19.01% | |||
| 3-Year Total Return | 50.74% | |||
| 5-Year Total Return | 35.62% | |||
| Price | SSCCX-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 | SSCCX-NASDAQ | Click to Compare |
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| Nav | $0.40 | |||
| 1-Month Low NAV | $0.39 | |||
| 1-Month High NAV | $0.42 | |||
| 52-Week Low NAV | $0.33 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $0.45 | |||
| 52-Week High Price (Date) | Jun 30, 2026 | |||
| Beta / Standard Deviation | SSCCX-NASDAQ | Click to Compare |
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| Beta | 1.20 | |||
| Standard Deviation | 21.13 | |||
| Balance Sheet | SSCCX-NASDAQ | Click to Compare |
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| Total Assets | 7.07M | |||
| Operating Ratios | SSCCX-NASDAQ | Click to Compare |
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| Expense Ratio | 3.59% | |||
| Turnover Ratio | 145.00% | |||
| Performance | SSCCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 27.08% | |||
| Last Bear Market Total Return | -17.15% | |||