SPMCX Mutual Fund (Saratoga Mid Capitalization Portfolio Class C) is managed by Saratoga Capital Management, LLC with $49,251.98 in net assets. SPMCX expense ratio is 3.10%, holding 60 positions across sectors including Industrials, Information Technology, Unknown. Inception date: 2002-06-28.

SPMCX performance shows a YTD return of 20.56%. The 1-year return is 31.57% and the 5-year return is 13.93%. SPMCX dividend yield stands at 47.03%, paid annually.

SPMCX 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 SPMCX holdings, sector breakdown, or dividend history.

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