Small Capitalization Portfolio Fund Quote

SSCCX Fund  USD 0.37  0.00  0.00%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Small Capitalization is trading at 0.37 as of the 16th of July 2025; that is No Change since the beginning of the trading day. The fund's open price was 0.37. Small Capitalization has less than a 17 % 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 17th of April 2025 and ending today, the 16th of July 2025. Click here to learn more.
The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. The Russell 2000 Index is reconstituted annually at the midpoint of the calendar year. More on Small Capitalization Portfolio

Moving together with Small Mutual Fund

  0.98SABAX Salient Alternative BetaPairCorr
  0.98SABIX Aggressive BalancedPairCorr
  0.95SABCX Salient Alternative BetaPairCorr
  0.98SAMAX Moderately AggressivePairCorr
  0.98SAMCX Salient Mlp FundPairCorr
  0.98SAMIX Moderately AggressivePairCorr

Small Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Small Blend Funds, Small Blend, Saratoga (View all Sectors)
Update Date30th of June 2025
Small Capitalization Portfolio [SSCCX] is traded in USA and was established 16th of July 2025. Small Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Saratoga family. This fund at this time has accumulated 7.34 M in assets with no minimum investment requirementsSmall Capitalization is currently producing year-to-date (YTD) return of 2.7%, while the total return for the last 3 years was 8.89%.
Check Small 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 Small 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 Small 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 Small 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 Small Capitalization Portfolio Mutual Fund Constituents

LADRLadder Capital CorpStockFinancials
MPMP Materials CorpStockMaterials
APPFAppfolioStockInformation Technology
NSPInsperityStockIndustrials
MGYMagnolia Oil GasStockEnergy
FATEFate TherapeuticsStockHealth Care
SPSCSPS CommerceStockInformation Technology
SFLSFL CorporationStockEnergy
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Small Capitalization Risk Profiles

Small Capitalization Against Markets

Other Information on Investing in Small Mutual Fund

Small Capitalization financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Capitalization security.
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