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Saratoga Small Capitalization Portfolio

SSCCX:US
NASDAQ GM
3.46
USD
0.01
0.29%
As of 10/19/2017
Fund Type
Open-End Fund
52Wk Range
2.59 - 3.47
1 Yr Return
29.10%
YTD Return
13.44%
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Previous Close
3.47
52Wk Range
2.59 - 3.47
1 Yr Return
28.62%
YTD Return
13.44%
Fund Type
Open-End Fund
Objective
Value Small Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 10/19/2017)
3.46
Total Assets (m USD) (on 10/19/2017)
7.746
Inception Date
01/04/1999
Last Dividend (on 12/30/2016)
-
Dividend Indicated Gross Yield
-
Fund Managers
GREGORY R GREENE / J BRADLEY OHLMULLER
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
2.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.65%
Expense Ratio
2.81%

Top Fund Holdings

Name Position Value % of Fund
155.20 k 155.20 k 2.15
780.00 145.20 k 2.01
3.59 k 141.45 k 1.96
3.22 k 136.98 k 1.89
1.30 k 114.99 k 1.59
1.20 k 114.96 k 1.59
1.35 k 111.17 k 1.54
1.35 k 110.77 k 1.53
1.71 k 108.29 k 1.50
2.75 k 107.47 k 1.49
Profile
Saratoga Small Capitalization Portfolio is an open-end fund incorporated in the USA. The Fund seeks maximum capital appreciation. The Fund will normally invest at least 80% of its assets in undervalued common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index.
Address
Saratoga Funds
1501 Franklin Avenue
Mineola, NY 11501-4803
Phone
1-800-807-3863