Saratoga Small Capitalization Portfolio Fund Class Institutional (SSCPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
6.97
-0.08 (-1.13%)
Jul 11, 2025, 4:00 PM EDT
-9.72%
Fund Assets5.67M
Expense Ratio1.88%
Min. Investment$250
Turnover135.00%
Dividend (ttm)0.80
Dividend Yield11.50%
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend DateDec 10, 2024
Previous Close7.05
YTD Return-0.57%
1-Year Return-0.20%
5-Year Return74.95%
52-Week Low5.59
52-Week High8.55
Beta (5Y)1.09
Holdings103
Inception DateSep 2, 1994

About SSCPX

The Saratoga Small Capitalization Portfolio Fund Institutional Class is a core equity mutual fund designed to achieve maximum capital appreciation by focusing primarily on U.S. small-cap companies. At least 80% of its assets are typically invested in common stocks of firms whose market capitalizations align with those found in the Russell 2000 Index, placing the fund at the heart of the small-cap segment of the equity market. Managed by Zacks Investment Management, the fund leverages a disciplined, multi-factor approach that incorporates both proprietary and academic research to identify statistical anomalies and market inefficiencies within the small-cap universe. This strategy emphasizes the importance of earnings estimate revisions as a predictor of future stock performance, which is particularly relevant to smaller companies that tend to respond more strongly to such changes. The fund plays a significant role for institutional investors seeking targeted exposure to smaller U.S. companies, offering diversification benefits and potential for growth relative to larger-cap counterparts.

Fund Family Saratoga
Category Small Blend
Stock Exchange NASDAQ
Ticker Symbol SSCPX
Share Class Class I
Index Russell 2000 TR

Performance

SSCPX had a total return of -0.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.87%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FKICXFidelityFidelity Small Cap Stock K6 Fund0.60%
FSCDXFidelityFidelity Advisor Small Cap Fund - Class A1.28%
FCDTXFidelityFidelity Advisor Stock Selector Small Cap Fund - Class M1.43%
FSOPXFidelityFidelity Series Small Cap Opportunities Fund0.77%
FCDIXFidelityFidelity Advisor Stock Selector Small Cap Fund - Class I0.90%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
SSCYXClass A2.28%
SSCCXClass C2.91%

Top 10 Holdings

21.05% of assets
NameSymbolWeight
Dreyfus Institutional Reserves Funds - Dreyfus Institutional Preferred Government Money Market FundDSVXX4.43%
Alexander's, Inc.ALX1.96%
Badger Meter, Inc.BMI1.93%
Onity Group Inc.ONIT1.90%
Central Garden & Pet CompanyCENTA1.86%
Stride, Inc.LRN1.86%
EMCOR Group, Inc.EME1.83%
Sprouts Farmers Market, Inc.SFM1.79%
Atlanta Braves Holdings, Inc.BATRK1.76%
Watts Water Technologies, Inc.WTS1.72%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 10, 2024$0.797Dec 11, 2024
Dec 9, 2022$0.6179Dec 12, 2022
Dec 10, 2021$1.9933Dec 13, 2021
Jul 22, 2020$0.0012Jul 22, 2020
Dec 12, 2018$0.9112Dec 12, 2018
Dec 21, 2015$3.2748Dec 21, 2015
Full Dividend History