Mid Capitalization Portfolio Fund Quote

SMIPX Fund  USD 16.90  0.10  0.60%   

Performance

20 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 15

 
High
 
Low
Low
Mid Capitalization is trading at 16.90 as of the 2nd of December 2024; that is 0.60 percent increase since the beginning of the trading day. The fund's open price was 16.8. Mid Capitalization has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid 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 3rd of September 2024 and ending today, the 2nd of December 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

  0.99VIMAX Vanguard Mid CapPairCorr
  0.99VIMSX Vanguard Mid CapPairCorr
  0.99VMCPX Vanguard Mid CapPairCorr
  0.99VMCIX Vanguard Mid CapPairCorr
  0.99VEXAX Vanguard Extended MarketPairCorr
  0.99VEMPX Vanguard Extended MarketPairCorr

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 [SMIPX] is traded in USA and was established 2nd of December 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 minimum initial investment of 250. Mid Capitalization is currently producing year-to-date (YTD) return of 27.77%, while the total return for the last 3 years was 10.53%.
Check Mid Capitalization Probability Of Bankruptcy

Instrument Allocation

Top Mid Capitalization Portfolio Mutual Fund Constituents

ESEversource EnergyStockUtilities
SNASnap OnStockIndustrials
NXSTNexstar Broadcasting GroupStockCommunication Services
PXDPioneer Natural ResourcesStockEnergy
RGAReinsurance Group ofStockFinancials
NCRNCR CorpStockInformation Technology
CLRContinental ResourcesStockEnergy
AVTRAvantorStockHealth Care
More Details

Mid Capitalization Top Holders

SABAXSalient Alternative BetaMutual FundAllocation--70% to 85% Equity
SCAAXConservative Balanced AllocationMutual FundAllocation--30% to 50% Equity
SBMIXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
SABIXAggressive Balanced AllocationMutual FundAllocation--70% to 85% Equity
SMICXModerately Servative BalancedMutual FundAllocation--50% to 70% Equity
More Details

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.
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Insider Screener
Find insiders across different sectors to evaluate their impact on performance