SPMAX Mutual Fund

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 62 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2002-06-28.

SPMAX performance shows a YTD return of 13.00%. The 1-year return is 17.66% and the 5-year return is 8.91%. SPMAX dividend yield stands at 29.10%, paid annually.

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

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