Mid Capitalization Portfolio Fund Quote

SMIPX Fund  USD 15.22  0.06  0.40%   

Performance

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Odds Of Distress

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Low
Mid Capitalization is trading at 15.22 as of the 28th of November 2025; that is 0.40 percent increase since the beginning of the trading day. The fund's open price was 15.16. Mid Capitalization has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 30th of August 2025 and ending today, the 28th of November 2025. Click here to learn more.
The Portfolio will normally invest at least 80 percent of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap Index at the time of purchase. Saratoga Advantage is traded on NASDAQ Exchange in the United States.. More on Mid Capitalization Portfolio

Moving together with MID Mutual Fund

  0.82SABAX Salient Alternative BetaPairCorr
  0.67SABIX Aggressive BalancedPairCorr
  0.84SABCX Salient Alternative BetaPairCorr
  0.82SAMAX Moderately AggressivePairCorr
  0.85SAMCX Salient Mlp FundPairCorr
  0.81SAMIX Moderately AggressivePairCorr

MID Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Saratoga (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Mid Capitalization Portfolio [SMIPX] is traded in USA and was established 28th of November 2025. Mid Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Saratoga family. This fund at this time has accumulated 10.89 M in assets with minimum initial investment of 250. Mid Capitalization is currently producing year-to-date (YTD) return of 5.07%, while the total return for the last 3 years was 13.42%.
Check Mid Capitalization Probability Of Bankruptcy

Instrument Allocation

Top Mid Capitalization Portfolio Mutual Fund Constituents

AMEAmetek IncStockIndustrials
OSKOshkoshStockIndustrials
STZConstellation Brands ClassStockConsumer Staples
RGAReinsurance Group ofStockFinancials
TKRTimken CompanyStockIndustrials
AEEAmeren CorpStockUtilities
CRCrane CompanyStockIndustrials
GPNGlobal PaymentsStockFinancials
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Mid Capitalization Top Holders

SAMIXModerately Aggressive BalancedMutual FundAllocation--50% to 70% Equity
SMPAXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
LUNAXConservative Balanced AllocationMutual FundAllocation--30% to 50% Equity
SBMCXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
SABAXSalient Alternative BetaMutual FundAllocation--70% to 85% Equity
SMACXModerately Servative BalancedMutual FundAllocation--50% to 70% Equity
SCAAXConservative Balanced AllocationMutual FundAllocation--30% to 50% Equity
SBCCXModerately Servative BalancedMutual FundAllocation--50% to 70% Equity
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Mid Capitalization Risk Profiles

Mid Capitalization Against Markets

Other Information on Investing in MID Mutual Fund

Mid Capitalization financial ratios help investors to determine whether MID Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in MID with respect to the benefits of owning Mid Capitalization security.
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