Saratoga Mid Capitalization PortfolioSMIPX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$11.4M
Expense ratio
2.22%
1-year return
+22.7%
3 years, a year
+17.1%
5 years, a year
+11.1%
Holdings
60
What it aims to do.
The Mid Capitalization Portfolio seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| HUBB Hubbell Incorporated | 3.99% |
| EVRG Evergy Inc | 3.49% |
| CMS CMS Energy Corporation | 3.45% |
| WEC WEC Energy Group Inc. | 3.43% |
| LNT Alliant Energy Corporation | 3.41% |
| Dreyfus Instl Resv | 3.35% |
| MPWR Monolithic Power Systems Inc. | 3.20% |
| BURL Burlington Stores Inc. | 2.96% |
| FTI TechnipFMC PLC | 2.81% |
| CW Curtiss-Wright Corp. | 2.77% |
More on SMIPX.
- SMIPX overview
- SMIPX holdings
- SMIPX risk
- SMIPX costs
- SMIPX money in and out
- SMIPX share classes
- Compare SMIPX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.