SSCPX Mutual Fund (Saratoga Small Capitalization Portfolio Class I) is managed by Saratoga Capital Management, LLC with $7.3M in net assets. SSCPX expense ratio is 2.50%, holding 103 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1994-09-01.

SSCPX performance shows a YTD return of 19.54%. The 1-year return is 40.90% and the 5-year return is 9.55%. SSCPX dividend yield stands at 6.95%, paid annually.

SSCPX top holdings include Dreyfus Institutional Preferred Government Money Market (3.6%), Advanced Energy Industries Inc. (2.0%), Vestis Corp (1.9%), Watts Water Technologies, Cl. A (1.9%), Kulicke & Soffa Industries Inc (1.9%). View all SSCPX holdings, sector breakdown, or dividend history.

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