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Saratoga Advantage Trust/The - Mid Capitalization Portfolio

SPMCX:US
NASDAQ GM
9.70
USD
0.03
0.31%
As of 9:29 AM EST 1/23/2017
Fund Type
Open-End Fund
52Wk Range
7.67 - 9.87
1 Yr Return
15.92%
YTD Return
0.94%
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Previous Close
9.73
52Wk Range
7.67 - 9.87
1 Yr Return
19.27%
YTD Return
0.94%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 01/23/2017)
9.7
Total Assets (m USD) (on 01/20/2017)
14.704
Inception Date
07/01/2002
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
1.00%
Redemption Fee
2.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.75%
Expense Ratio
2.61%

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