SPMAX Mutual Fund

NAV$11.18

AUM$2M

TER2.65%

Holdings62

See how much of SPMAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

SPMAX Mutual Fund

NAV$11.18

Saratoga Mid Capitalization Portfolio Class A

AUM$2M

TER2.65%

Holdings62

See how much of SPMAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	US	Global	92.66%
2	United Kingdom	Europe	2.32%
3	Panama	Latin America	1.92%
4	Canada	North America	1.62%
5	Ireland	Europe	1.00%
6	Brazil	Latin America	0.94%
7	Cayman Islands	Latin America	0.23%

SPMAX Mutual Fund Geographic Allocation

SPMAX geographic allocation spans US (92.7%), United Kingdom (2.3%), Panama (1.9%), Canada (1.6%), Ireland (1.0%). The fund covers 4 regions.

SPMAX country exposure helps investors assess international diversification and geopolitical risk. SPMAX sectors alongside geography give a fuller picture of portfolio allocation.