Saratoga Mutual Fund Quote


USD 6.20  0.01  0.16%   

Market Performance
5 of 100
Odds Of Distress
Less than 35
Saratoga Small is trading at 6.20 as of the 10th of August 2022; that is 0.16% increase since the beginning of the trading day. The fund's open price was 6.19. Saratoga Small has about a 35 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Saratoga Small Capitalization are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of November 2021 and ending today, the 10th of August 2022. Click here to learn more.
The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. Saratoga Small is traded on NASDAQ Exchange in the United States. More on Saratoga Small Capitalization

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Saratoga Small Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Saratoga Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Saratoga Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
The fund maintains 96.57% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Saratoga Small's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year1.2
Startdate14th of August 2015
Saratoga Small Capitalization [SSCYX] is traded in USA and was established 10th of August 2022. The fund is listed under Small Growth category and is part of Saratoga family. Saratoga Small Capit at this time has accumulated 7.05 M in assets with minimum initial investment of 250. , while the total return for the last 3 years was 0.39%.
Check Saratoga Small Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Saratoga Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Saratoga Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Saratoga Small Capitalization Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Saratoga Small Capitalization Constituents

Saratoga Small Target Price Odds Analysis

What are Saratoga Small's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Saratoga Small jumping above the current price in 90 days from now is about 9.55%. The Saratoga Small Capitalization probability density function shows the probability of Saratoga Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3128. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Saratoga Small will likely underperform. Additionally, the company has an alpha of 0.0264, implying that it can generate a 0.0264 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 6.2HorizonTargetOdds Above 6.2
90.33%90 days
Based on a normal probability distribution, the odds of Saratoga Small to move above the current price in 90 days from now is about 9.55 (This Saratoga Small Capitalization probability density function shows the probability of Saratoga Mutual Fund to fall within a particular range of prices over 90 days) .

Saratoga Small Capit Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Saratoga Small market risk premium is the additional return an investor will receive from holding Saratoga Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Saratoga Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Saratoga Small's alpha and beta are two of the key measurements used to evaluate Saratoga Small's performance over the market, the standard measures of volatility play an important role as well.

Saratoga Small Against Markets

Picking the right benchmark for Saratoga Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Saratoga Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Saratoga Small is critical whether you are bullish or bearish towards Saratoga Small Capitalization at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Saratoga Small without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Saratoga Small Capitalization?

You need to understand the risk of investing before taking a position in Saratoga Small. The danger of trading Saratoga Small Capitalization is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Saratoga Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Saratoga Small. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Saratoga Small Capit is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at World Market Map. Note that the Saratoga Small Capit information on this page should be used as a complementary analysis to other Saratoga Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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When running Saratoga Small Capit price analysis, check to measure Saratoga Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Saratoga Small is operating at the current time. Most of Saratoga Small's value examination focuses on studying past and present price action to predict the probability of Saratoga Small's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Saratoga Small's price. Additionally, you may evaluate how the addition of Saratoga Small to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Saratoga Small's value and its price as these two are different measures arrived at by different means. Investors typically determine Saratoga Small value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Saratoga Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.