Saratoga Mid Capitalization Portfolio C (SPMCX)
5.80
+0.07
(+1.22%)
USD |
Apr 09 2026
SPMCX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 1.53% |
| Stock | 96.52% |
| Bond | 1.84% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.11% |
Market Capitalization
As of February 28, 2026
| Large | 9.22% |
| Mid | 43.23% |
| Small | 47.55% |
Region Exposure
| Americas | 94.69% |
|---|---|
|
North America
|
93.22% |
| Canada | 2.76% |
| United States | 90.46% |
|
Latin America
|
1.47% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.67% |
|---|---|
| United Kingdom | 2.81% |
|
Europe Developed
|
0.85% |
| Ireland | 0.85% |
|
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 | 1.64% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.80% |
| Materials |
|
7.23% |
| Consumer Discretionary |
|
11.38% |
| Financials |
|
4.66% |
| Real Estate |
|
0.53% |
| Sensitive |
|
55.18% |
| Communication Services |
|
0.00% |
| Energy |
|
4.87% |
| Industrials |
|
36.72% |
| Information Technology |
|
13.59% |
| Defensive |
|
15.58% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
1.05% |
| Utilities |
|
14.53% |
| Not Classified |
|
5.44% |
| Non Classified Equity |
|
2.09% |
| Not Classified - Non Equity |
|
3.35% |
As of February 28, 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 | -- |