3 / 5 Stars
3 3 3 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#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.
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%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||23.9%|
|10 Years (Annualized)||8.9%|
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 are Low compared to funds in the same category.
Saratoga Mid Capitalization Portfolio has an expense ratio of 2.04 percent.
Risk is Average compared to funds in the same category according to Morningstar.