SPMAX Mutual Fund (Saratoga Mid Capitalization Portfolio Class A) is managed by Saratoga Capital Management, LLC with $1.6M in net assets. SPMAX expense ratio is 2.65%, holding 60 positions across sectors including Industrials, Information Technology, Unknown. Inception date: 2002-06-28.

SPMAX performance shows a YTD return of 20.82%. The 1-year return is 32.18% and the 5-year return is 17.44%. SPMAX dividend yield stands at 26.65%, paid annually.

SPMAX 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 SPMAX holdings, sector breakdown, or dividend history.

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