Saratoga Mid Capitalization B
1101 Stewart Ave Garden City NY 11530 Mineola, NY 11501-4803
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Phone: 800-807-3863
| Category: | Mid-Cap Blend | | Fund Family: | Saratoga | | Net Assets: | 400.00K | | Year-to-Date Return: | -2.97% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-02 |
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Dennis G. Alff
Lead Manager since
31-Mar-06 | | | 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 eight years of investment management and research experience. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of total assets in equity securities of U.S companies that have a total market capitalization of between $1 billion and $15 billion at the time of purchase including common stocks, preferred stocks, securities convertible into common stocks and warrants. The Portfolio may also invest in equity securities of foreign companies. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 0.78 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 90.83% |
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| Expense | SPMBX | Category
Avg | | Total Expense Ratio: | 2.64%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 5.00%
| 2.51% | | 3 Yr Expense Projection*: |
$1,120 | $605 | | 5 Yr Expense Projection*: |
$1,600 | $957 | | 10 Yr Expense Projection*: |
$2,731 | $1,895 |
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5.11% Nasdaq 0.00%
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