Morningstar

Saratoga Small Capitalization Portfolio Fund Class Institutional SSCPX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 8.17  /  +1.36 %
  • Total Assets 7.1M
  • Adj. Expense Ratio
    2.500%
  • Expense Ratio 2.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 145%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:25 AM GMT+0

Morningstar’s Analysis SSCPX

Will SSCPX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSCPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSCPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Saratoga Small Capitalization I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SSCPX

More SSCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BNY Dreyfus Instl Pref Govt MMkt Instl

2.90 208,759
Cash and Equivalents

Vestis Corp

2.23 160,390
Industrials

CommVault Systems Inc

1.86 133,703
Technology

Independent Bank Corp

1.80 129,182
Financial Services

Watts Water Technologies Inc Class A

1.79 128,980
Industrials

Allient Inc

1.77 127,342
Technology

Carpenter Technology Corp

1.71 123,159
Industrials

Comfort Systems USA Inc

1.64 117,619
Industrials

Credo Technology Group Holding Ltd

1.61 115,707
Technology

Postal Realty Trust Inc

1.57 112,758
Real Estate

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