Saratoga Small Capitalization Portfolio (SSCPX) Alternatives
Saratoga Small Capitalization Portfolio (SSCPX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSCPX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SSCPX
SSCPX charges 1.70% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among SSCPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | SSCPX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | SSCPX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | SSCPX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | SSCPX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | SSCPX vs VISGX |
Best Risk-Adjusted Alternatives to SSCPX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | SSCPX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | SSCPX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | SSCPX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | SSCPX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | SSCPX vs HRSMX |
Top Performing SSCPX Alternatives (YTD)
SSCPX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | SSCPX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | SSCPX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | SSCPX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | SSCPX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | SSCPX vs OBMCX |
Lowest Volatility Alternatives to SSCPX
SSCPX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | SSCPX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | SSCPX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | SSCPX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | SSCPX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | SSCPX vs ETEGX |
Lowest Drawdown Alternatives to SSCPX
SSCPX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | SSCPX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | SSCPX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | SSCPX vs RFIMX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | SSCPX vs CTSIX | |
| Delaware Ivy Small Cap Growth Fund | -12.46% | Sep 21, 1992 | SSCPX vs WRGCX |
Other Mutual Funds from Saratoga
Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.
Often Compared With SSCPX
What investors most often compare with SSCPX, based on PortfoliosLab usage data.
Compare SSCPX with Any Fund or Stock
Compare SSCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.