Saratoga Mutual Funds List
Here you can find all mutual funds issued by Saratoga and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 15
- Avg. Expense Ratio
- 1.82%
- Avg. 1 Year Return
- 16.78%
- Avg. 5 Year Return
- 6.86%
- Median Risk/Return Score
- 36 / 100
Saratoga Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Saratoga International Equity Portfolio | Foreign Large Cap Equities | Sep 1, 1994 | 2.47% | 13.90% | 7.07% | 0.00% | 38 |
Explore top Saratoga Mutual Fund Categories and Asset Classes
Saratoga Equity Mutual fundsSaratoga Multi-Asset Mutual fundsSaratoga Bond Mutual fundsSaratoga Diversified Portfolio Mutual fundsSaratoga Energy Equities Mutual fundsSaratoga Foreign Large Cap Equities Mutual fundsSaratoga Health & Biotech Equities Mutual fundsSaratoga Large Cap Growth Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Saratoga Mutual funds by Risk/Return Score
The top Saratoga Mutual funds by PortfoliosLab Risk/Return Score are SMBPX (93) and SSCPX (44).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Saratoga Municipal Bond Portfolio | 93 | — | Sep 1994 | |
| Saratoga Small Capitalization Portfolio | 44 | — | Sep 1994 | |
| Saratoga International Equity Portfolio | 38 | — | Sep 1994 | |
| Saratoga Aggressive Balanced Allocation Portfolio | 37 | — | Dec 2017 | |
| Saratoga Conservative Balanced Allocation Portfoli... | 37 | — | Dec 2017 |
Best-Performing Saratoga Mutual funds Over 5 Years
The top Saratoga Mutual funds is SLCGX (16.61%).
Across the lineup, Saratoga Mutual funds show an average 1-year return of 16.78% and an average 5-year return of 6.86%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Saratoga Large Capitalization Growth Portfolio | 16.61% | — | Sep 1994 | |
| Saratoga Technology & Communications Portfolio | 10.71% | — | Oct 1997 | |
| Saratoga Mid Capitalization Portfolio | 9.05% | — | Jun 2002 | |
| Saratoga Large Capitalization Value Portfolio | 8.50% | — | Sep 1994 | |
| Saratoga Aggressive Balanced Allocation Portfolio | 7.59% | — | Dec 2017 |
Lowest-Cost Saratoga Mutual funds
The top Saratoga Mutual funds is SBMIX (0.99%).
With an average expense ratio of 1.82%, Saratoga Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Saratoga Moderate Balanced Allocation Portfolio | 0.99% | — | Dec 2017 | |
| Saratoga Conservative Balanced Allocation Portfoli... | 0.99% | — | Dec 2017 | |
| Saratoga Aggressive Balanced Allocation Portfolio | 0.99% | — | Dec 2017 | |
| Saratoga Moderately Aggressive Balanced Allocation... | 0.99% | — | Dec 2017 | |
| Saratoga Moderately Conservative Balanced Allocati... | 0.99% | — | Dec 2017 |
Highest-Yield Saratoga Mutual funds
The top Saratoga Mutual funds is SPMAX (28.46%).
Across the lineup, Saratoga Mutual funds show an average dividend yield of 9.08%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Saratoga Mid Capitalization Portfolio | 28.46% | — | Jun 2002 | |
| Saratoga Technology & Communications Portfolio | 15.36% | — | Oct 1997 | |
| Saratoga Large Capitalization Growth Portfolio | 13.28% | — | Sep 1994 | |
| Saratoga Large Capitalization Value Portfolio | 12.67% | — | Sep 1994 | |
| Saratoga Moderately Conservative Balanced Allocati... | 10.64% | — | Dec 2017 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.