Error: Could not add to watchlist. X
+ Watchlist

Saratoga Advantage Trust/The - Mid Capitalization Portfolio

SMIPX:US
NASDAQ GM
12.54
USD
0.02
0.16%
As of 9:29 AM EST 1/13/2017
Fund Type
Open-End Fund
52Wk Range
9.76 - 12.66
1 Yr Return
19.80%
YTD Return
1.70%
Before it's here, it's on the Bloomberg Terminal.
Learn More
Previous Close
12.52
52Wk Range
9.76 - 12.66
1 Yr Return
18.96%
YTD Return
1.70%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 01/13/2017)
12.54
Total Assets (m USD) (on 01/13/2017)
14.797
Inception Date
01/07/2003
Last Dividend (on 12/19/2016)
0.1434
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
5.30 k 409.11 k 2.76
24.90 k 399.33 k 2.69
7.85 k 395.25 k 2.67
24.73 k 382.00 k 2.58
6.48 k 369.72 k 2.49
7.85 k 369.08 k 2.49
6.08 k 352.41 k 2.38
6.48 k 352.18 k 2.38
10.05 k 347.33 k 2.34
12.25 k 333.20 k 2.25
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