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Mutual Fund Insights: Saratoga Mid Capitalization I Fund (SMIPX)

In-depth Analysis of Saratoga Mid Capitalization I Fund (SMIPX)

Mutual fund chart: Saratoga Mid Capitalization I Fund (SMIPX)

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See Saratoga Mid Capitalization I Fund (SMIPX) performance details as of January 31, 2010

  

    Last Trade: $8.86 on 3/17/2010, Change: +0.09 (1.03%)
Experiment our closing price forecasting tool for Saratoga Mid Capitalization I Fund (SMIPX) (alpha release)

  

Fund Manager - Dennis G. Alff

Fund Manager Tenure: 4.0 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Alff joined Vaughan Nelson as a portfolio manager in March 2006. Prior to joining the firm he was a vice president in the Credit Arbitrage and Asset Investments department at Koch Capital Markets from 2001 to 2006, and was a project leader at The Boston Consulting Group from 1997 to 2001. He has over 12 years of investment management and research experience.  Get more insights on Dennis G. Alff

  

What we like about Saratoga Mid Capitalization I Fund (SMIPX) What we like about Saratoga Mid Capitalization I Fund (SMIPX)

Data for Saratoga Mid Capitalization I Fund (SMIPX) as of January 31, 2010

  • Saratoga Mid Capitalization I Fund (SMIPX) management has been with Saratoga Mid Capitalization I Fund for 4.0 years
  • Saratoga Mid Capitalization I Fund (SMIPX) has good mid-term performance (3-year return -4.50% vs -6.52% Mid-Cap Blend category average)
  • Saratoga Mid Capitalization I Fund (SMIPX) ratio of up-years vs down years is greater than 2
  • Saratoga Mid Capitalization I Fund (SMIPX) has an annual stock turnover rate of 88.00% vs Mid-Cap Blend average of 91.38%. It is good that Saratoga Mid Capitalization I management does not trade extensively for its return.
  • Saratoga Mid Capitalization I Fund (SMIPX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.69, lower than category average of 24.11
  • Saratoga Mid Capitalization I Fund (SMIPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Saratoga Mid Capitalization I Fund (SMIPX) What we are cautious about Saratoga Mid Capitalization I Fund (SMIPX)

Data for Saratoga Mid Capitalization I Fund (SMIPX) as of January 31, 2010

  • Saratoga Mid Capitalization I Fund (SMIPX) has a less-than-ideal short-term performance (1-year return 32.72% vs 42.02% Mid-Cap Blend category average)
  • Saratoga Mid Capitalization I Fund (SMIPX) has a less-than-ideal Long-term performance (5-year return 1.23% vs 1.32% Mid-Cap Blend category average)
  • Saratoga Mid Capitalization I Fund (SMIPX) has a Morningstar rating of 3 and below
  • Saratoga Mid Capitalization I Fund (SMIPX) has a higher management fee of 2.35% than its Mid-Cap Blend average of 1.38%
See Saratoga Mid Capitalization I Fund (SMIPX) performance details as of January 31, 2010

  

  

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Saratoga Mid Capitalization I Fund (SMIPX) Net Asset

Track net asset change of Saratoga Mid Capitalization I fund (SMIPX)

DateNet Asset
01/2010$10.24M
11/2009$10.37M
10/2009$9.70M
More historic net asset information on Saratoga Mid Capitalization I Fund (SMIPX)

  

Saratoga Mid Capitalization I Fund (SMIPX) Portfolio Allocation

Track portfolio allocation change of Saratoga Mid Capitalization I fund (SMIPX)

DateCashStockBondOther
11/20090.53%99.47%0%0%
09/20090.57%99.44%0%0%
08/20090.35%99.65%0%0%
Click here to see more historic asset allocation information on Saratoga Mid Capitalization I Fund (SMIPX)

  

Most Recent Top 10 Holdings in Saratoga Mid Capitalization I Fund (SMIPX)

Discover what Saratoga Mid Capitalization I Fund (SMIPX) manager is buying

30-Nov-09
OWENS ILLINOIS [3.08%]
XL CAPITAL LTD [2.92%]
Nuance Communications, Inc. [2.68%]
ANNALY CAPITAL MANAG [2.6%]
DAVITA INC [2.48%]
ZIMMER HOLDINGS INC [2.39%]
CELANESE CORPORATION [2.29%]
Fifth Third Bancorp [2.21%]
AVERY DENNISON CP [2.11%]
Apollo Investment Corporation [2.03%]

30-Sep-09
OWENS ILLINOIS [4.04%]
ANNALY CAPITAL MANAG [3.12%]
XL CAPITAL LTD [2.94%]
ACE LTD [2.66%]
Fifth Third Bancorp [2.55%]
DAVITA INC [2.49%]
Nuance Communications, Inc. [2.24%]
THERMO FISHER SCIENT [2.14%]
DISCOVER FIN SVCS [2.12%]
CELANESE CORPORATION [2.08%]

31-Aug-09
OWENS ILLINOIS [4.04%]
ANNALY CAPITAL MANAG [3.12%]
XL CAPITAL LTD [2.94%]
ACE LTD [2.66%]
Fifth Third Bancorp [2.55%]
DAVITA INC [2.49%]
Nuance Communications, Inc. [2.24%]
THERMO FISHER SCIENT [2.14%]
DISCOVER FIN SVCS [2.12%]
CELANESE CORPORATION [2.08%]
Click here for Stock Holding Change Map in Saratoga Mid Capitalization I Fund (SMIPX)

  

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