Saratoga Small Capitalization B
1101 Stewart Ave Mineola, NY 11501-4803
Phone: 800-807-3863
| Category: |
Small Value |
| Fund Family: |
Saratoga |
| Net Assets: |
20.00K |
| Year-to-Date Return: |
-3.06% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
04-Jan-99 |
|
Gregory R. Greene
Lead Manager since
31-Jan-06 |
|
| Mr. Greene is a Principal and a member of the firm?s Investment Committee. He is the co-manager of the mid-cap effort. Prior to joining Fox, Mr. Greene was a Research Analyst responsible for the financial services and retail/consumer products industries in addition to being Head of Trading at Chris Blair Asset Management. Previously, he was a Vice President and Senior Position Trader in the Equity Trading department at Merrill Lynch. |
| Min Initial Investment: |
$250 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks maximum capital appreciation. The fund normally invests at least 80% of total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 index. The Portfolio may also make temporary investments in investment grade debt securities under adverse market conditions. |
| Last Dividend
(20-Dec-07):
|
0.01 |
| Last Cap Gain
(23-Dec-08):
|
0.86 |
| Annual Holdings Turnover
|
77.00% |
| Average for Category:
|
83.25% |
|
| Expense |
SSCZX |
Category
Avg |
| Total Expense Ratio: |
3.24%
|
1.50% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.42% |
| Max Deferred Sales Load: |
5.00%
|
2.59% |
| 3 Yr Expense Projection*: |
$1,298 |
$637 |
| 5 Yr Expense Projection*: |
$1,893 |
$1,010 |
| 10 Yr Expense Projection*: |
$3,311 |
$2,036 |
|
|
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