Saratoga Small Capitalization PortfolioSSCYX

MUTUAL FUNDSaratoga
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$7.1M
Expense ratio
2.92%
1-year return
+20.4%
3 years, a year
+11.3%
5 years, a year
+6.0%
Holdings
103

What it aims to do.

The Small Capitalization Portfolio seeks maximum capital appreciation.

Top 10 holdings.

Holding% of fund
Dreyfus Instl Resv3.62%
AEIS Advanced Energy Industries, Inc.1.97%
VSTS Vestis Corp.1.94%
WTS Watts Water Technologies Inc.1.93%
KLIC Kulicke and Soffa Industries, Inc.1.92%
KRYS Krystal Biotech Inc1.91%
FIX Comfort Systems USA Inc.1.91%
ALNT Allient Inc1.83%
FN Fabrinet1.75%
EME Emcor Group Inc1.74%

More on SSCYX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.