Mid Capitalization Portfolio Fund Quote

SMIPX Fund  USD 14.90  0.07  0.47%   

Performance

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Odds Of Distress

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Mid Capitalization is trading at 14.90 as of the 28th of August 2025; that is 0.47 percent increase since the beginning of the trading day. The fund's open price was 14.83. Mid Capitalization has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 30th of May 2025 and ending today, the 28th of August 2025. 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

  0.99SABAX Salient Alternative BetaPairCorr
  0.68SABIX Aggressive BalancedPairCorr
  0.99SABCX Salient Alternative BetaPairCorr
  0.66SAMAX Moderately AggressivePairCorr
  0.99SAMCX Salient Mlp FundPairCorr
  0.99SAMIX Moderately AggressivePairCorr

Mid Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Saratoga (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Mid Capitalization Portfolio [SMIPX] is traded in USA and was established 28th of August 2025. Mid Capitalization is listed under Saratoga category by Fama And French industry classification. 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 5.07%, while the total return for the last 3 years was 13.42%.
Check Mid Capitalization Probability Of Bankruptcy

Instrument Allocation

Top Mid Capitalization Portfolio Mutual Fund Constituents

ESEversource EnergyStockUtilities
AMEAmetek IncStockIndustrials
CSTECaesarstoneStockIndustrials
AJGArthur J GallagherStockFinancials
LYBLyondellBasell Industries NVStockMaterials
KEYSKeysight TechnologiesStockInformation Technology
AVTRAvantorStockHealth Care
FAFFirst AmericanStockFinancials
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Mid Capitalization Top Holders

SAMIXModerately Aggressive BalancedMutual FundAllocation--50% to 70% Equity
SMPAXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
SBMCXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
SABAXSalient Alternative BetaMutual FundAllocation--70% to 85% Equity
SMACXModerately Servative BalancedMutual FundAllocation--50% to 70% Equity
SCAAXConservative Balanced AllocationMutual FundAllocation--30% to 50% Equity
SBCCXModerately Servative BalancedMutual FundAllocation--50% to 70% Equity
SAMCXSalient Mlp FundMutual 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.
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