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 (9) | |||
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 | 250.00 | |||
Minimum Subsequent Investment | -- | |||
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) | 1.45% | |||
Asset Allocation | SSCCX-NASDAQ | Click to Compare |
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Cash | 3.95% | |||
Stock | 96.05% | |||
U.S. Stock | 94.78% | |||
Non-U.S. Stock | 1.27% | |||
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 | 5.71% | |||
30-Day Total Return | 5.71% | |||
60-Day Total Return | 8.82% | |||
90-Day Total Return | 19.35% | |||
Year to Date Total Return | 0.00% | |||
1-Year Total Return | 6.46% | |||
2-Year Total Return | 19.05% | |||
3-Year Total Return | 31.84% | |||
5-Year Total Return | 74.63% | |||
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 | $0.37 | |||
1-Month Low NAV | $0.35 | |||
1-Month High NAV | $0.37 | |||
52-Week Low NAV | $0.29 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $1.22 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | SSCCX-NASDAQ | Click to Compare |
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Beta | 0.94 | |||
Standard Deviation | 21.77 | |||
Balance Sheet | SSCCX-NASDAQ | Click to Compare |
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Total Assets | 6.12M | |||
Operating Ratios | SSCCX-NASDAQ | Click to Compare |
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Expense Ratio | 2.91% | |||
Turnover Ratio | 135.00% | |||
Performance | SSCCX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 17.47% | |||
Last Bear Market Total Return | -17.15% | |||