Saratoga Mid Capitalization Portfolio Fund Class Institutional (SMIPX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.23
+0.49 (4.17%)
At close: Mar 31, 2026

SMIPX Holdings Information

SMIPX is a mutual fund with a total of 63 individual holdings. The top holdings are Hubbell stock at 3.93%, Monolithic Power Systems at 3.24%, Zions Bancorporation, National Association at 3.18%, Burlington Stores at 2.82%, and Curtiss-Wright at 2.70%.

Total Holdings
63
Top 10 Percentage
28.96%
Asset Class
Equity
Fund Category
Mid-Cap Blend
Assets
11.36M
Forward PE Ratio
20.77

Breakdown by Sector

Top 25 Holdings

No.SymbolName WeightShares
1HUBBHubbell Incorporated3.93%890
2MPWRMonolithic Power Systems, Inc.3.24%319
3ZIONZions Bancorporation, National Association3.18%5,875
4BURLBurlington Stores, Inc.2.82%1,055
5CWCurtiss-Wright Corporation2.70%455
6EVRGEvergy, Inc.2.68%3,865
7WECWEC Energy Group, Inc.2.67%2,665
8LNTAlliant Energy Corporation2.61%4,375
9CMSCMS Energy Corporation2.59%4,005
10DSVXXDreyfus Institutional Reserves Funds - Dreyfus Institutional Preferred Government Money Market Fund2.54%280,841
11FTITechnipFMC plc2.45%4,855
12FLSFlowserve Corporation2.25%3,180
13LECOLincoln Electric Holdings, Inc.2.18%910
14HLIOHelios Technologies, Inc.2.16%3,695
15ACAArcosa, Inc.2.16%2,085
16HRIHerc Holdings Inc.2.01%1,550
17IQVIQVIA Holdings Inc.2.00%960
18VMCVulcan Materials Company1.96%720
19NUENucor Corporation1.94%1,210
20ROADConstruction Partners, Inc.1.92%1,930
21CWKCushman & Wakefield Limited1.87%12,585
22TSX: HBMHudbay Minerals Inc.1.86%8,700
23MASMasco Corporation1.82%3,040
24SNDKSandisk Corporation1.75%335
25PHParker-Hannifin Corporation1.73%205
Showing 25 of 63 holdings
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As of Jan 31, 2026