SMIPX Mutual Fund (Saratoga Mid Capitalization Portfolio Class I) is managed by Saratoga Capital Management, LLC with $9.3M in net assets. SMIPX expense ratio is 2.22%, holding 60 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2003-01-07.

SMIPX performance shows a YTD return of 21.08%. The 1-year return is 32.80% and the 5-year return is 13.62%. SMIPX dividend yield stands at 20.66%, paid annually.

SMIPX top holdings include Marvell Technology Group Ltd (3.8%), Burlington Stores Inc (3.8%), Hubbell Inc. (3.5%), Sandisk Corp/De (3.4%), Evergy Inc. (3.2%). View all SMIPX holdings, sector breakdown, or dividend history.

SMIPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMIPX alternatives are available via the screener, along with tax-loss harvesting opportunities.