SSCPX Mutual Fund

SSCPX Mutual Fund (Saratoga Small Capitalization Portfolio Class I) is managed by Saratoga Capital Management, LLC with $7.4M in net assets. SSCPX expense ratio is 2.50%, holding 103 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1994-09-01.

SSCPX performance shows a YTD return of 18.83%. The 1-year return is 26.44% and the 5-year return is 7.68%. SSCPX dividend yield stands at 7.59%, paid annually.

SSCPX top holdings include Dreyfus Institutional Preferred Government Money Market (3.6%), Advanced Energy Industries, Inc. (2.0%), Vestis Corp (1.9%), Watts Water Technologies Inc (1.9%), Kulicke & Soffa Industries (1.9%). Go to all SSCPX holdings, SSCPX sectors, or SSCPX dividends.

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