Mid Capitalization Portfolio Fund Quote

SPMAX Fund  USD 9.97  0.07  0.70%   

Performance

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Odds Of Distress

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Mid Capitalization is trading at 9.97 as of the 7th of February 2026; that is 0.7% down since the beginning of the trading day. The fund's open price was 10.04. Mid Capitalization has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 9th of November 2025 and ending today, the 7th of February 2026. 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

  0.79SABAX Salient Alternative BetaPairCorr
  0.8SABIX Aggressive BalancedPairCorr
  0.8SABCX Salient Alternative BetaPairCorr
  0.79SAMAX Moderately AggressivePairCorr
  0.8SAMCX Salient Mlp FundPairCorr
  0.97SAMIX Moderately AggressivePairCorr

Moving against Mid Mutual Fund

  0.92SLGCX Large CapitalizationPairCorr

Mid Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Saratoga (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date29th of December 2025
Fiscal Year EndAugust
Mid Capitalization Portfolio [SPMAX] is traded in USA and was established 7th of February 2026. 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 10.47 M in assets with no minimum investment requirementsMid Capitalization is currently producing year-to-date (YTD) return of 7.09%, while the total return for the last 3 years was 15.11%.
Check Mid Capitalization Probability Of Bankruptcy

Instrument Allocation

Mid Capitalization Risk Profiles

Mid Capitalization Against Markets

Mid Mutual Fund Analysis Notes

The fund generated five year return of 11.0%. Mid Capitalization maintains about 6.88% of assets in cash. Large To find out more about Mid Capitalization Portfolio contact the company at 800-807-3863.

Mid Capitalization Investment Alerts

Mid Capitalization is way too risky over 90 days horizon
Mid Capitalization appears to be risky and price may revert if volatility continues
The fund maintains about 6.88% of its assets in cash

Top Mid Capitalization Portfolio Mutual Fund Constituents

Mid Capitalization Outstanding Bonds

Mid Capitalization issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Mid Capitalization uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Mid bonds can be classified according to their maturity, which is the date when Mid Capitalization Portfolio has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Mid Capitalization Predictive Daily Indicators

Mid Capitalization intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Mid Capitalization mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Mid Capitalization Forecast Models

Mid Capitalization's time-series forecasting models are one of many Mid Capitalization's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Mid Capitalization's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

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.
Price Transformation
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Portfolio Diagnostics
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Watchlist Optimization
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Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets