Mid Capitalization Portfolio Fund Quote

SMIPX Fund  USD 14.25  0.02  0.14%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Mid Capitalization is trading at 14.25 as of the 19th of July 2025; that is 0.14 percent decrease since the beginning of the trading day. The fund's open price was 14.27. Mid Capitalization has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The Portfolio will normally invest at least 80 percent of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap Index at the time of purchase. Saratoga Advantage is traded on NASDAQ Exchange in the United States.. More on Mid Capitalization Portfolio

Moving together with Mid Mutual Fund

  0.85SABAX Salient Alternative BetaPairCorr
  0.71SABIX Aggressive BalancedPairCorr
  0.84SABCX Salient Alternative BetaPairCorr
  0.85SAMAX Moderately AggressivePairCorr
  0.98SAMIX Moderately AggressivePairCorr
  0.81SSCCX Small CapitalizationPairCorr

Mid Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Saratoga (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Mid Capitalization Portfolio [SMIPX] is traded in USA and was established 19th of July 2025. Mid Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Saratoga family. This fund at this time has accumulated 10.89 M in assets with minimum initial investment of 250. Mid Capitalization is currently producing year-to-date (YTD) return of 4.48%, while the total return for the last 3 years was 14.13%.
Check Mid Capitalization Probability Of Bankruptcy

Instrument Allocation

Top Mid Capitalization Portfolio Mutual Fund Constituents

RGAReinsurance Group ofStockFinancials
ALLThe AllstateStockFinancials
AEEAmeren CorpStockUtilities
NWLNewell BrandsStockConsumer Discretionary
MSIMotorola SolutionsStockInformation Technology
FAFFirst AmericanStockFinancials
STZConstellation Brands ClassStockConsumer Staples
CSTECaesarstoneStockIndustrials
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Mid Capitalization Top Holders

SAMIXModerately Aggressive BalancedMutual FundAllocation--50% to 70% Equity
SMPAXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
LUNAXConservative Balanced AllocationMutual FundAllocation--30% to 50% Equity
SBMCXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
SABAXSalient Alternative BetaMutual FundAllocation--70% to 85% Equity
SMACXModerately Servative BalancedMutual FundAllocation--50% to 70% Equity
SCAAXConservative Balanced AllocationMutual FundAllocation--30% to 50% Equity
SBCCXModerately Servative BalancedMutual FundAllocation--50% to 70% Equity
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Mid Capitalization Risk Profiles

Mid Capitalization Against Markets

Other Information on Investing in Mid Mutual Fund

Mid Capitalization financial ratios help investors to determine whether Mid Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mid with respect to the benefits of owning Mid Capitalization security.
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