Saratoga Small Capitalization Portfolio Fund Class Institutional
SSCPX
NASDAQ
| Weiss Ratings | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Saratoga | |||
| Manager/Tenure (Years) | Mitch E. Zacks (11) | |||
| Website | http://www.saratogacap.com/ | |||
| Fund Information | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Saratoga Small Capitalization Portfolio Fund Class Institutional | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Sep 01, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.78% | |||
| Asset Allocation | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.21% | |||
| Stock | 96.79% | |||
| U.S. Stock | 96.11% | |||
| Non-U.S. Stock | 0.68% | |||
| 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 | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.62% | |||
| 30-Day Total Return | -3.42% | |||
| 60-Day Total Return | -3.07% | |||
| 90-Day Total Return | -5.84% | |||
| Year to Date Total Return | 15.18% | |||
| 1-Year Total Return | 16.72% | |||
| 2-Year Total Return | 21.91% | |||
| 3-Year Total Return | 56.97% | |||
| 5-Year Total Return | 26.38% | |||
| Price | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $7.89 | |||
| 1-Month Low NAV | $7.80 | |||
| 1-Month High NAV | $8.22 | |||
| 52-Week Low NAV | $6.67 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $8.89 | |||
| 52-Week High Price (Date) | Jun 30, 2026 | |||
| Beta / Standard Deviation | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.20 | |||
| Standard Deviation | 19.58 | |||
| Balance Sheet | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.81M | |||
| Operating Ratios | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 2.50% | |||
| Turnover Ratio | 145.00% | |||
| Performance | SSCPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 27.32% | |||
| Last Bear Market Total Return | -17.04% | |||