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SPMAX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Saratoga Mid Capitalization A (SPMAX) Ownership - Who owns Saratoga Mid Capitalization A?

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
2.03
Min. Initial Investment
2500.00
Fund Existence
almost 23 years
Turnover
129.00
Front Load
5.75
Net Assets
10960247.00
Manager Tenure
N/A

Fundamentals

SPMAX
Net Assets
11M
Fund Existence
almost 23 years
Turnover
129.00
Total Expense Ratio
2.03
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.03
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
1.52M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
59.00
Number of Net Holdings
59.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
31.69%
Gain YTD
-4.448
Annual Yield % from dividends
0.00
Returns for 1 year
-13.32
Returns for 3 years
-2.98
Returns for 5 years
43.01
Returns for 10 years
-20.38
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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