Saratoga Mid Capitalization Portfolio

Scorecard
3 / 5 Stars
Lipper
3 3 3 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#47 in Mid-Cap Blend

U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 35.34 percent over the past year, 14.05 percent over the past three years, 23.92 percent over the past five years, and 8.89 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.6%
1 Year 35.3%
3 Years (Annualized) 14.1%
5 Years (Annualized) 23.9%
10 Years (Annualized) 8.9%

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities of companies traded on U.S. exchanges or over-the-counter ("OTC") markets that have a total market capitalization of between $1 billion and $15 billion at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities. Such investment strategies could result in the Portfolio not achieving its investment objective.

Fees

Fees are Low compared to funds in the same category.
Saratoga Mid Capitalization Portfolio has an expense ratio of 2.04 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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