Mid Capitalization Portfolio Fund Quote

SPMAX Fund  USD 14.04  0.25  1.81%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 16

 
High
 
Low
Low
Mid Capitalization is trading at 14.04 as of the 22nd of November 2024; that is 1.81% up since the beginning of the trading day. The fund's open price was 13.79. Mid Capitalization has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Mid Capitalization Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The Portfolio will normally invest at least 80 percent of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap Index at the time of purchase. Saratoga Advantage is traded on NASDAQ Exchange in the United States.. More on Mid Capitalization Portfolio

Moving together with Mid Mutual Fund

  0.82VIMAX Vanguard Mid CapPairCorr
  0.82VIMSX Vanguard Mid CapPairCorr
  0.78VMCPX Vanguard Mid CapPairCorr
  0.82VMCIX Vanguard Mid CapPairCorr
  0.81VEXAX Vanguard Extended MarketPairCorr
  0.85VEMPX Vanguard Extended MarketPairCorr

Moving against Mid Mutual Fund

  0.55BTMPX Ishares Msci EafePairCorr
  0.55MDIIX Blackrock Intern IndexPairCorr
  0.54BTMKX Blackrock InternationalPairCorr

Mid Mutual Fund Highlights

Fund ConcentrationMid-Cap Blend, Saratoga (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Mid Capitalization Portfolio [SPMAX] is traded in USA and was established 22nd of November 2024. The fund is listed under Mid-Cap Blend category and is part of Saratoga family. This fund at this time has accumulated 10.89 M in assets with no minimum investment requirementsMid Capitalization is currently producing year-to-date (YTD) return of 21.47%, while the total return for the last 3 years was 6.96%.
Check Mid Capitalization Probability Of Bankruptcy

Instrument Allocation

Top Mid Capitalization Portfolio Mutual Fund Constituents

VSTVistra Energy CorpStockUtilities
NWLNewell BrandsStockConsumer Discretionary
MSIMotorola SolutionsStockInformation Technology
RGAReinsurance Group ofStockFinancials
NDAQNasdaq IncStockFinancials
CMSCMS EnergyStockUtilities
LYBLyondellBasell Industries NVStockMaterials
FISVFiserv IncStockInformation Technology
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Mid Capitalization Risk Profiles

Mid Capitalization Against Markets

Other Information on Investing in Mid Mutual Fund

Mid Capitalization financial ratios help investors to determine whether Mid Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mid with respect to the benefits of owning Mid Capitalization security.
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