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Saratoga Advantage Trust/The - Mid Capitalization Portfolio

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SPMAX:US
NASDAQ GM
13.63
USD
0.01
0.07%
As of 09:29:30 ET on 07/31/2015.
Fund Type
Open-End Fund
52Wk Range
10.98 - 14.00
1 Yr Return
15.11%
YTD Return
7.83%
Previous Close
13.64
52Wk Range
10.98 - 14.00
1 Yr Return
15.11%
YTD Return
7.83%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/31/2015)
13.63
Total Assets (m USD) (on 07/31/2015)
19.755
Inception Date
07/01/2002
Last Dividend (on 12/19/2014)
1.705
Dividend Indicated Gross Yield
-
Fund Managers
CHRIS D WALLIS / SCOTT J WEBER
Front Load Fee
5.75%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.40%
Current Mgmt Fee
0.75%
Expense Ratio
1.87%
Top Fund Holdings
Name Position Value % of Fund
HCA Holdings Inc 6.35 k 519.62 k 2.59
Amsurg Corp 7.10 k 478.11 k 2.38
Catalent Inc 14.80 k 473.01 k 2.36
Jarden Corp 8.80 k 466.93 k 2.33
Crown Holdings Inc 8.35 k 461.67 k 2.30
Ares Capital Corp 25.90 k 433.83 k 2.16
Men's Wearhouse Inc/The 7.35 k 426.37 k 2.12
Avago Technologies Ltd 2.83 k 418.30 k 2.08
PacWest Bancorp 9.10 k 408.50 k 2.04
NASDAQ OMX Group Inc/The 7.65 k 395.89 k 1.97
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