• Fund Type: Open-End Fund
  • Objective: Value Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Saratoga Advantage Trust/The - Mid Capitalization Portfolio

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SPMAX:US

13.65 USD 0.36 2.71%

As of 09:29:30 ET on 10/21/2014.

Snapshot for Saratoga Advantage Trust/The - Mid Capitalization Portfolio (SPMAX)

Year To Date: +2.17% 3-Month: -4.21% 3-Year: +18.25% 52-Week Range: 12.44 - 14.61
1-Month: -5.14% 1-Year: +7.34% 5-Year: +13.89% Beta vs RMC: 1.07

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  • SPMAX:US 13.65
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Fund Profile & Information for SPMAX

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.

Inception Date: 07-01-2002 Telephone: 1-800-807-3863
Managers: CHRIS D WALLIS / SCOTT J WEBER
Web Site: www.saratogacap.com

Fundamentals for SPMAX

NAV (on 2014-10-21) 13.65
Assets (M) (on 2014-10-21) 17.13
Fund Leveraged N
Minimum Investment 250.00
Minimum Subsequent Investment 0.00

Dividends for SPMAX

No dividends reported

Fees & Expenses for SPMAX

Front Load 5.75
Back Load 0.00
Current Mgmt Fee 0.75
Redemption Fee 2.00
12b1 Fee 0.40
Expense Ratio 2.04

Top Fund Holdings for SPMAX

Filing Date: 07/31/2014
Name Position Value % of Total
HCA Holdings Inc 7,425 484,927 2.724%
NCR Corp 12,900 399,255 2.243%
CommScope Holding Co Inc 15,500 381,920 2.146%
Portfolio Recovery Associates 5,975 352,286 1.979%
Constellium NV 11,600 336,168 1.889%
Total System Services Inc 10,500 336,000 1.888%
NASDAQ OMX Group Inc/The 7,750 326,973 1.837%
PacWest Bancorp 7,600 316,692 1.779%
PVH Corp 2,850 314,013 1.764%
Signet Jewelers Ltd 3,075 313,004 1.758%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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