Small Capitalization Portfolio Fund Quote
| SSCPX Fund | USD 6.50 0.15 2.36% |
PerformanceVery Weak
| Odds Of DistressLow
|
Small Capitalization is trading at 6.50 as of the 25th of March 2025; that is 2.36 percent increase since the beginning of the trading day. The fund's open price was 6.35. Small Capitalization has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. The Russell 2000 Index is reconstituted annually at the midpoint of the calendar year. More on Small Capitalization Portfolio
Moving together with Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | Saratoga Funds, Large Funds, Small Blend Funds, Small Blend, Saratoga (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of December 2022 |
| Fiscal Year End | August |
Small Capitalization Portfolio [SSCPX] is traded in USA and was established 25th of March 2025. Small Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Saratoga family. This fund at this time has accumulated 6.24 M in assets with no minimum investment requirementsSmall Capitalization is currently producing year-to-date (YTD) return of 1.28%, while the total return for the last 3 years was -0.07%.
Check Small Capitalization Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Small Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Small Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Small Capitalization Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Small Capitalization Portfolio Mutual Fund Constituents
| SSB | SouthState | Stock | Financials | |
| ICHR | Ichor Holdings | Stock | Information Technology | |
| SF | Stifel Financial | Stock | Financials | |
| NSP | Insperity | Stock | Industrials | |
| MC | Moelis Co | Stock | Financials | |
| CHCO | City Holding | Stock | Financials | |
| LFUS | Littelfuse | Stock | Information Technology | |
| FATE | Fate Therapeutics | Stock | Health Care |
Small Capitalization Risk Profiles
| Mean Deviation | 1.01 | |||
| Standard Deviation | 1.32 | |||
| Variance | 1.74 | |||
| Risk Adjusted Performance | (0.14) |
Small Capitalization Against Markets
Other Information on Investing in Small Mutual Fund
Small Capitalization financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Capitalization security.
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