SMIPX Mutual Fund (Saratoga Mid Capitalization Portfolio Class I) is managed by Saratoga Capital Management, LLC with $9.6M in net assets. SMIPX expense ratio is 2.22%, holding 60 positions across sectors including Industrials, Information Technology, Unknown. Inception date: 2003-01-07.

SMIPX performance shows a YTD return of 12.75%. The 1-year return is 32.80% and the 5-year return is 13.62%. SMIPX dividend yield stands at 20.66%, paid annually.

SMIPX top holdings include Hubbell Inc. (4.0%), Evergy Inc. (3.5%), Cms Energy Corp. (3.5%), Wec Energy Group Inc. (3.4%), Alliant Energy Finance Llc 144a (3.4%). View all SMIPX holdings, sector breakdown, or dividend history.

SMIPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMIPX alternatives are available via the screener, along with tax-loss harvesting opportunities.