Saratoga Mid Capitalization Portfolio C (SPMCX)
5.72
-0.03
(-0.52%)
USD |
Sep 15 2026
SPMCX Asset Allocations & Exposures
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.77% |
| Stock | 97.22% |
| Bond | 1.61% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.61% |
Market Capitalization
As of July 31, 2026
| Large | 8.05% |
| Mid | 43.25% |
| Small | 48.70% |
Region Exposure
| Americas | 95.47% |
|---|---|
|
North America
|
93.81% |
| Canada | 1.58% |
| United States | 92.23% |
|
Latin America
|
1.66% |
| Brazil | 1.14% |
As of July 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.37% |
|---|---|
| United Kingdom | 3.37% |
|
Europe Developed
|
0.00% |
|
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 | 1.16% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.67% |
| Materials |
|
5.27% |
| Consumer Discretionary |
|
16.44% |
| Financials |
|
3.44% |
| Real Estate |
|
0.51% |
| Sensitive |
|
51.94% |
| Communication Services |
|
0.00% |
| Energy |
|
7.59% |
| Industrials |
|
27.76% |
| Information Technology |
|
16.58% |
| Defensive |
|
17.27% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
3.51% |
| Utilities |
|
13.76% |
| Not Classified |
|
1.76% |
| Non Classified Equity |
|
1.76% |
As of July 31, 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 | -- |