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Saratoga Advantage Tr. Mid Capitalization Portf Cl A: (MF: SPMAX)

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

$9.64 USD

-0.03 (-0.31%)

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 10.09 6
3 months 8.57 14
6 months 11.88 16
1 Year 22.14 11
3 Year 16.62 52
5 Year 10.66 46
10 Year 10.34 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 90.45
Bear Market (10/07 - 2/09) -45.20
Bull Market (2/09 - 3/21) 558.41

Load Adjusted Returns as of Feb 28, 2026

1 Year 3.87
5 Year 8.27
10 Year 7.61
Since Inception 7.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.89 7.85 5.81 1.20
2024 11.26 -5.34 9.09 2.24
2023 1.11 3.70 -4.53 15.34
2022 -4.18 -11.47 -5.35 9.76
2021 9.95 6.03 -2.84 5.81

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.099.8517.4815.46-11.8819.869.7629.93-17.0712.924.79
% Total Return Rel to Index 4.56-8.37-7.54-10.786.31-8.81-8.63-1.55-12.68-8.87-7.14
% Total Return Rel to Peer 4.48-2.86-1.91-7.537.81-2.19-10.151.50-10.21-7.75-3.02
% Perf Quintile vs Peer* 1.004.000.004.002.004.004.003.005.005.004.00
% Dividends 0.000.000.000.000.000.000.000.000.010.010.00
% Yield 0.000.000.000.000.000.000.000.010.130.080.00
Capital Gains ($) 0.003.062.130.140.211.871.070.001.150.950.90
Expense Ratio 0.002.652.032.092.422.061.861.712.262.242.03

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