Mid Capitalization Portfolio Fund Quote
| SPMAX Fund | USD 11.74 0.01 0.09% |
PerformanceSolid
| Odds Of DistressLow
|
Mid Capitalization is trading at 11.74 as of the 19th of July 2025; that is 0.09% down since the beginning of the trading day. The fund's open price was 11.75. Mid Capitalization has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. More on Mid Capitalization Portfolio
Moving together with Mid Mutual Fund
Mid Mutual Fund Highlights
| Fund Concentration | Saratoga Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Saratoga (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of December 2022 |
| Fiscal Year End | August |
Mid Capitalization Portfolio [SPMAX] is traded in USA and was established 19th of July 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 no minimum investment requirementsMid Capitalization is currently producing year-to-date (YTD) return of 2.58%, while the total return for the last 3 years was 13.22%.
Check Mid Capitalization Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mid Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mid Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mid Capitalization Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mid Capitalization Portfolio Mutual Fund Constituents
| WEC | WEC Energy Group | Stock | Utilities | |
| RGA | Reinsurance Group of | Stock | Financials | |
| LNT | Alliant Energy Corp | Stock | Utilities | |
| FAF | First American | Stock | Financials | |
| STZ | Constellation Brands Class | Stock | Consumer Staples | |
| NWL | Newell Brands | Stock | Consumer Discretionary | |
| ES | Eversource Energy | Stock | Utilities | |
| IQV | IQVIA Holdings | Stock | Health Care |
Mid Capitalization Risk Profiles
| Mean Deviation | 0.7659 | |||
| Semi Deviation | 0.7371 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 |
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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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |