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Saratoga Advantage Trust/The - Mid Capitalization Portfolio

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SPMBX:US
Acquired
SPMBX:US was acquired by 3880166Z:US
USD
Fund Type
Open-End Fund
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on -)
-
Total Assets (m USD) (on 02/05/2016)
15.458
Inception Date
07/01/2002
Last Dividend (on 12/20/2007)
0.5675
Dividend Indicated Gross Yield
-
Fund Managers
CHRIS D WALLIS / SCOTT J WEBER
Front Load Fee
0.00%
Back Load Fee
5.00%
Redemption Fee
2.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.75%
Expense Ratio
2.95%
Top Fund Holdings
Name Position Value % of Fund
Jarden Corp 9.60 k 548.35 k 3.10
Grand Canyon Education Inc 11.30 k 453.36 k 2.56
Synchrony Financial 14.65 k 445.51 k 2.52
VWR Corp 15.63 k 442.34 k 2.50
Investors Bancorp Inc 34.88 k 433.85 k 2.45
First Data Corp 27.00 k 432.54 k 2.45
Crown Holdings Inc 8.25 k 418.28 k 2.37
PacWest Bancorp 9.60 k 413.76 k 2.34
Arthur J Gallagher & Co 10.03 k 410.42 k 2.32
Ares Capital Corp 28.58 k 407.19 k 2.30
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