SPMAX Mutual Fund

SPMAX Mutual Fund (Saratoga Mid Capitalization Portfolio Class A) is managed by Saratoga Capital Management, LLC with $1.5M in net assets. SPMAX expense ratio is 2.65%, holding 64 positions across sectors including Industrials, Consumer Discretionary, Information Technology. Inception date: 2002-06-28.

SPMAX performance shows a YTD return of 7.57%. The 1-year return is 11.22% and the 5-year return is 8.56%.

SPMAX top holdings include Dreyfus Institutional Preferred Government Money Market (4.4%), Alliant Energy Corp. (3.2%), Baker Hughes A Ge Company (3.2%), Cms Energy Corp. (3.1%), Schlumberger Nv. (2.9%). Go to all SPMAX holdings, SPMAX sectors, or SPMAX dividends.

SPMAX can be compared against other funds. Use SPMAX overlap to find shared positions, or SPMAX vs another fund for a side-by-side view. SPMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.