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SMIPX
Mutual Fund ticker: NASDAQ
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Saratoga Mid Capitalization I (SMIPX) Ownership - Who owns Saratoga Mid Capitalization I?

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend

Profile

Category
Mid-Cap Blend
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
1.63
Min. Initial Investment
250.00
Fund Existence
over 22 years
Turnover
129.00
Front Load
N/A
Net Assets
10802328.00
Manager Tenure
N/A

Fundamentals

SMIPX
Net Assets
10.8M
Fund Existence
over 22 years
Turnover
129.00
Total Expense Ratio
1.63
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.63
Assets in Top Ten Holdings
3.75M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
9.18M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
65.00
Number of Net Holdings
65.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
33.62%
Gain YTD
-0.220
Annual Yield % from dividends
0.00
Returns for 1 year
-5.82
Returns for 3 years
15.07
Returns for 5 years
32.33
Returns for 10 years
-7.99
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General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com