SPMAX Mutual Fund (Saratoga Mid Capitalization Portfolio Class A) is managed by Saratoga Capital Management, LLC with $1.5M in net assets. SPMAX expense ratio is 2.65%, holding 60 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2002-06-28.

SPMAX performance shows a YTD return of 20.82%. The 1-year return is 32.18% and the 5-year return is 17.44%. SPMAX dividend yield stands at 26.65%, paid annually.

SPMAX 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 SPMAX holdings, sector breakdown, or dividend history.

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