Saratoga Small is trading at 0.38 as of the 24th of November 2025; that is 2.70 percent increase since the beginning of the trading day. The fund's open price was 0.37. Saratoga Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of August 2025 and ending today, the 24th of November 2025. Click here to learn more.
The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. The Russell 2000 Index is reconstituted annually at the midpoint of the calendar year. More on Saratoga Small Capitalization
Saratoga Small Capitalization [SSCCX] is traded in USA and was established 24th of November 2025. Saratoga Small is listed under Saratoga category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Saratoga family. This fund at this time has accumulated 7.34 M in assets with no minimum investment requirementsSaratoga Small Capit is currently producing year-to-date (YTD) return of 2.7%, while the total return for the last 3 years was 9.14%.
Check Saratoga Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Saratoga Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Saratoga Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Saratoga Small Capitalization Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Saratoga Small Capitalization Mutual Fund Constituents
Other Information on Investing in Saratoga Mutual Fund
Saratoga Small financial ratios help investors to determine whether Saratoga 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 Saratoga with respect to the benefits of owning Saratoga Small security.