SMIPX Mutual Fund

SMIPX Mutual Fund (Saratoga Mid Capitalization Portfolio Class I) is managed by Saratoga Capital Management, LLC with $8.6M in net assets. SMIPX expense ratio is 2.22%, holding 72 positions across sectors including Industrials, Consumer Discretionary, Information Technology. Inception date: 2003-01-07.

SMIPX performance shows a YTD return of 11.11%. The 1-year return is 12.62% and the 5-year return is 9.00%.

SMIPX top holdings include Dreyfus Institutional Preferred Government Money Market (4.4%), Alliant Energy Corp. (3.2%), Baker Hughes A Ge Co. Class A (3.2%), Cms Energy Corp (3.1%), Schlumberger Nv. (2.9%). 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.