SMIPX Mutual Fund

SMIPX Mutual Fund (Saratoga Mid Capitalization Portfolio Class I) is managed by Saratoga Capital Management, LLC with $9.0M in net assets. SMIPX expense ratio is 2.22%, holding 62 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2003-01-07.

SMIPX performance shows a YTD return of 10.87%. The 1-year return is 18.06% and the 5-year return is 11.75%. SMIPX dividend yield stands at 22.56%, paid annually.

SMIPX top holdings include Marvell Technology Group Ltd. (3.9%), Hubbell Inc. Class B (3.6%), Sandisk Corp (3.2%), Evergy Inc. (3.2%), Alliant Energy Corp. (3.2%). Go to all SMIPX holdings, SMIPX sectors, or SMIPX dividends.

SMIPX can be compared against other funds. Use SMIPX overlap to find shared positions, or SMIPX vs another fund for a side-by-side view. SMIPX alternatives are available via the screener, along with tax-loss harvesting opportunities.