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Saratoga Advantage Trust: Mid Capitalization Portfolio - Class I: (MF: SMIPX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:10 PM ET

$12.42 USD

-0.04 (-0.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 10.26 6
3 months 8.79 13
6 months 12.18 15
1 Year 22.66 10
3 Year 17.10 50
5 Year 11.14 40
10 Year 10.79 80

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.91
Bull Market (2/09 - 3/21) 606.80

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.25
5 Year 9.93
10 Year 8.65
Since Inception 10.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.84 7.94 5.93 1.33
2024 11.32 -5.28 9.23 2.36
2023 1.21 3.84 -4.44 15.51
2022 -4.13 -11.45 -5.13 9.78
2021 10.11 6.16 -2.77 5.95

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.2610.2517.8916.01-11.5920.4310.2530.38-16.7313.295.28
% Total Return Rel to Index 4.56-7.96-7.13-10.236.61-8.25-8.15-1.10-12.34-8.49-6.64
% Total Return Rel to Peer 4.48-2.45-1.50-6.988.10-1.62-9.661.95-9.87-7.38-2.53
% Perf Quintile vs Peer* 1.004.000.004.002.004.004.003.005.005.004.00
% Dividends 0.000.000.000.000.000.030.040.040.060.060.00
% Yield 0.000.000.000.000.000.250.300.360.580.430.00
Capital Gains ($) 0.003.062.130.140.211.871.070.001.150.950.90
Expense Ratio 0.002.221.631.692.011.641.461.291.881.841.62

* 1 = Top 20%, 5 = Bottom 20%