SPMCX Mutual Fund

SPMCX Mutual Fund (Saratoga Mid Capitalization Portfolio Class C) is managed by Saratoga Capital Management, LLC with $47,557.91 in net assets. SPMCX expense ratio is 3.10%, holding 62 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2002-06-28.

SPMCX performance shows a YTD return of 12.48%. The 1-year return is 16.81% and the 5-year return is 8.27%. SPMCX dividend yield stands at 51.46%, paid annually.

SPMCX 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 SPMCX holdings, SPMCX sectors, or SPMCX dividends.

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