SPMCX Mutual Fund

SPMCX Mutual Fund (Saratoga Mid Capitalization Portfolio Class C) is managed by Saratoga Capital Management, LLC with $46,389.88 in net assets. SPMCX expense ratio is 3.10%, holding 72 positions across sectors including Industrials, Consumer Discretionary, Information Technology. Inception date: 2002-06-28.

SPMCX performance shows a YTD return of 10.19%. The 1-year return is 11.52% and the 5-year return is 7.95%.

SPMCX 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 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.