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 2,500.00
Minimum Subsequent Investment 100.00
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) 0.92%
Asset Allocation SSCCX-NASDAQ Click to
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Cash 3.09%
Stock 96.91%
U.S. Stock 96.91%
Non-U.S. Stock 0.00%
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 -2.77%
60-Day Total Return -5.40%
90-Day Total Return 0.00%
Year to Date Total Return 2.94%
1-Year Total Return 27.96%
2-Year Total Return 9.91%
3-Year Total Return 33.38%
5-Year Total Return 19.34%
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 $0.35
1-Month Low NAV $0.33
1-Month High NAV $0.37
52-Week Low NAV $0.29
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $0.41
52-Week High Price (Date) Sep 18, 2025
Beta / Standard Deviation SSCCX-NASDAQ Click to
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Beta 1.26
Standard Deviation 19.07
Balance Sheet SSCCX-NASDAQ Click to
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Total Assets 6.48M
Operating Ratios SSCCX-NASDAQ Click to
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Expense Ratio 3.59%
Turnover Ratio 145.00%
Performance SSCCX-NASDAQ Click to
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Last Bull Market Total Return 17.47%
Last Bear Market Total Return -17.15%