Saratoga Small Capitalization Portfolio Fund Class A
SSCYX
NASDAQ
| Weiss Ratings | SSCYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SSCYX-NASDAQ | Click to Compare |
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| Provider | Saratoga | |||
| Manager/Tenure (Years) | Mitch E. Zacks (11) | |||
| Website | http://www.saratogacap.com/ | |||
| Fund Information | SSCYX-NASDAQ | Click to Compare |
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| Fund Name | Saratoga Small Capitalization Portfolio Fund Class A | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Feb 14, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | SSCYX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | SSCYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.73% | |||
| Asset Allocation | SSCYX-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 | SSCYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.06% | |||
| 30-Day Total Return | -4.54% | |||
| 60-Day Total Return | -4.54% | |||
| 90-Day Total Return | -7.92% | |||
| Year to Date Total Return | 15.63% | |||
| 1-Year Total Return | 12.19% | |||
| 2-Year Total Return | 19.05% | |||
| 3-Year Total Return | 52.33% | |||
| 5-Year Total Return | 37.95% | |||
| Price | SSCYX-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 | SSCYX-NASDAQ | Click to Compare |
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| Nav | $6.51 | |||
| 1-Month Low NAV | $6.46 | |||
| 1-Month High NAV | $6.82 | |||
| 52-Week Low NAV | $5.48 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $7.29 | |||
| 52-Week High Price (Date) | Jun 30, 2026 | |||
| Beta / Standard Deviation | SSCYX-NASDAQ | Click to Compare |
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| Beta | 1.22 | |||
| Standard Deviation | 20.44 | |||
| Balance Sheet | SSCYX-NASDAQ | Click to Compare |
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| Total Assets | 7.07M | |||
| Operating Ratios | SSCYX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.92% | |||
| Turnover Ratio | 145.00% | |||
| Performance | SSCYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.85% | |||
| Last Bear Market Total Return | -17.16% | |||