• 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

14.43 USD 0.07 0.48%

As of 09:29:30 ET on 09/12/2014.

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

Year To Date: +8.01% 3-Month: +2.12% 3-Year: +23.20% 52-Week Range: 12.08 - 14.61
1-Month: +3.89% 1-Year: +19.99% 5-Year: +15.74% Beta vs RMC: 1.04

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  • SPMAX:US 14.43
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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 2014-09-12) 14.43
Assets (M) (on 2014-09-12) 18.56
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: 06/30/2014
Name Position Value % of Total
NCR Corp 12,800 449,152 2.454%
HCA Holdings Inc 7,375 415,803 2.272%
Constellium NV 11,500 368,690 2.014%
Portfolio Recovery Associates 5,925 352,715 1.927%
Signet Jewelers Ltd 3,050 337,300 1.843%
Jarden Corp 5,525 327,909 1.791%
Total System Services Inc 10,425 327,449 1.789%
PacWest Bancorp 7,525 324,854 1.775%
Avago Technologies Ltd 4,375 315,306 1.723%
Skyworks Solutions Inc 6,650 312,284 1.706%

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

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