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SMIPX
Mutual Fund ticker: NASDAQ
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SMIPX price forecast, quote, news & analysis

Category: @Mid-Cap Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Marvell Technology (NASDAQ:MRVL), IQVIA Holdings (NYSE:IQV), Diamondback Energy (NASDAQ:FANG), MongoDB (NASDAQ:MDB).

Industry description

The investment seeks long-term capital appreciation. The Portfolio will normally invest at least 80% of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap® Index at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. It invests in securities of companies that are believed by the Adviser to be undervalued, thereby offering above-average potential for capital appreciation.

Market Cap

The average market capitalization across the Saratoga Mid Capitalization I MF is 34.35B. The market cap for tickers in the group ranges from 1.76B to 80.5B. MRVL holds the highest valuation in this group at 80.5B. The lowest valued company is CSTM at 1.76B.

Volume

The average weekly volume growth across all stocks in the Saratoga Mid Capitalization I MF was 21%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 27%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66
P/E Growth Rating: 59
Price Growth Rating: 50
SMR Rating: 61
Profit Risk Rating: 43
Seasonality Score: 40 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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General Information

Category MidCapBlend

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