SSCPX Mutual Fund

SSCPX Mutual Fund (Saratoga Small Capitalization Portfolio Class I) is managed by Saratoga Capital Management, LLC with $6.8M 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 7.69%. SSCPX dividend yield stands at 7.64%, paid annually.

SSCPX top holdings include Dreyfus Institutional Preferred Government Money Market (3.1%), Allient Inc (2.3%), Vestis Corp (2.3%), Kulicke & Soffa Industries (2.2%), Commvaultsystems Inc. (2.2%). 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.