Saratoga Mid Capitalization Portfolio C (SPMCX)
6.18
+0.04
(+0.65%)
USD |
Jun 09 2026
SPMCX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.28% |
| Stock | 99.63% |
| Bond | 0.48% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.40% |
Market Capitalization
As of April 30, 2026
| Large | 11.13% |
| Mid | 41.01% |
| Small | 47.86% |
Region Exposure
| Americas | 96.22% |
|---|---|
|
North America
|
94.41% |
| Canada | 1.30% |
| United States | 93.10% |
|
Latin America
|
1.81% |
| Brazil | 1.04% |
As of April 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.90% |
|---|---|
| United Kingdom | 3.06% |
|
Europe Developed
|
0.84% |
| Ireland | 0.84% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.12% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.64% |
| Materials |
|
5.22% |
| Consumer Discretionary |
|
14.63% |
| Financials |
|
3.26% |
| Real Estate |
|
0.53% |
| Sensitive |
|
58.93% |
| Communication Services |
|
0.00% |
| Energy |
|
7.24% |
| Industrials |
|
35.16% |
| Information Technology |
|
16.53% |
| Defensive |
|
14.76% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
0.95% |
| Utilities |
|
13.81% |
| Not Classified |
|
2.67% |
| Non Classified Equity |
|
1.84% |
| Not Classified - Non Equity |
|
0.82% |
As of April 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |