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Saratoga Advantage Tr. Mid Capitalization Portf Cl C: (MF: SPMCX)

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

$5.47 USD

-0.01 (-0.18%)

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 10.01 6
3 months 8.54 14
6 months 11.72 16
1 Year 21.66 11
3 Year 16.03 55
5 Year 10.05 54
10 Year 9.70 89

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 105.90
Bear Market (10/07 - 2/09) -45.65
Bull Market (2/09 - 3/21) 491.68

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.32
5 Year 8.88
10 Year 7.58
Since Inception 7.57

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.99 7.74 5.64 1.17
2024 11.17 -5.57 8.91 2.11
2023 0.95 3.66 -4.71 15.10
2022 -4.31 -11.69 -5.38 9.44
2021 9.78 5.90 -2.93 5.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.019.4216.7514.78-12.4919.289.1429.06-17.5812.234.20
% Total Return Rel to Index 4.41-8.79-8.27-11.455.70-9.39-9.25-2.43-13.19-9.56-7.73
% Total Return Rel to Peer 4.33-3.29-2.64-8.217.20-2.77-10.770.63-10.72-8.44-3.61
% Perf Quintile vs Peer* 1.004.000.004.002.004.004.003.005.005.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.003.062.130.140.211.871.070.001.150.950.90
Expense Ratio 0.003.102.632.693.022.642.462.322.882.852.63

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