SMIPX Saratoga Mid Capitalization I Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the Saratoga Mid Capitalization I MF is 34.03B. The market cap for tickers in the group ranges from 2.37B to 64.86B. MRVL holds the highest valuation in this group at 64.86B. The lowest valued company is CSTM at 2.37B.

The average weekly volume growth across all stocks in the Saratoga Mid Capitalization I MF was -15%. For the same stocks of the MF, the average monthly volume growth was 39% and the average quarterly volume growth was 16%