C
Saratoga Small Capitalization Portfolio Fund Class C SSCCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings SSCCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info SSCCX-NASDAQ Click to
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Provider Saratoga
Manager/Tenure (Years) Mitch E. Zacks (10)
Website http://www.saratogacap.com/
Fund Information SSCCX-NASDAQ Click to
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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
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Dividend Yield 0.00%
Dividend SSCCX-NASDAQ Click to
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Dividend Yield (Forward) 1.18%
Asset Allocation SSCCX-NASDAQ Click to
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Cash 0.23%
Stock 99.77%
U.S. Stock 96.24%
Non-U.S. Stock 3.53%
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
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7-Day Total Return 0.00%
30-Day Total Return 5.26%
60-Day Total Return 8.10%
90-Day Total Return 14.28%
Year to Date Total Return 8.10%
1-Year Total Return 6.87%
2-Year Total Return 32.99%
3-Year Total Return 33.98%
5-Year Total Return 73.38%
Price SSCCX-NASDAQ Click to
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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
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Nav $0.40
1-Month Low NAV $0.38
1-Month High NAV $0.40
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
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Beta 1.20
Standard Deviation 20.91
Balance Sheet SSCCX-NASDAQ Click to
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Total Assets 6.31M
Operating Ratios SSCCX-NASDAQ Click to
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Expense Ratio 2.91%
Turnover Ratio 135.00%
Performance SSCCX-NASDAQ Click to
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Last Bull Market Total Return 17.47%
Last Bear Market Total Return -17.15%