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Saratoga Advantage Trust/The - Mid Capitalization Portfolio

SMIPX:US
NASDAQ GM
12.96
USD
0.04
0.31%
As of 9:29 AM EDT 8/31/2016
Fund Type
Open-End Fund
52Wk Range
10.46 - 13.55
1 Yr Return
-3.10%
YTD Return
3.18%
Previous Close
13.00
52Wk Range
10.46 - 13.55
1 Yr Return
-3.42%
YTD Return
3.18%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 08/31/2016)
12.96
Total Assets (m USD) (on 08/31/2016)
15.466
Inception Date
01/07/2003
Last Dividend (on 12/21/2015)
0.1224
Dividend Indicated Gross Yield
-
Fund Managers
CHRIS D WALLIS / SCOTT J WEBER
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.75%
Expense Ratio
1.40%

Top Fund Holdings

Name Position Value % of Fund
1.05 m 1.05 m 6.75
35.17 k 486.82 k 3.13
6.08 k 447.61 k 2.88
8.98 k 435.96 k 2.80
8.98 k 427.21 k 2.75
5.38 k 413.93 k 2.66
28.50 k 404.64 k 2.60
14.00 k 404.60 k 2.60
10.13 k 404.19 k 2.60
5.35 k 387.50 k 2.49
Profile
Saratoga Mid Capitalization Portfolio is an open-end fund incorporated in the USA. The Fund seeks long-term capital appreciation. The Fund invests in equity securities of companies traded on U.S exchanges or over-the-counter ("OTC") markets that have a total market capitalization of between $1 billion and $15 billion at the time of purchase.
Address
Saratoga Funds
1501 Franklin Avenue
Mineola, New York 11501-4803
Phone
1-800-807-3863