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 a closer substitute for your current allocation.
Cheapest Alternatives to SSCPX
SSCPX charges 1.70% annually. There are 155 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | SSCPX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | SSCPX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | SSCPX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | SSCPX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | SSCPX vs VISGX |
Best Risk-Adjusted Alternatives to SSCPX
SSCPX has a PortfoliosLab risk / return rank of 53. There are 59 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | SSCPX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | SSCPX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | SSCPX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | SSCPX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | SSCPX vs NEAIX |
Top Performing SSCPX Alternatives (YTD)
SSCPX is at 23.80% YTD. There are 40 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | SSCPX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | SSCPX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | SSCPX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | SSCPX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | SSCPX vs OBMCX |
Lowest Volatility Alternatives to SSCPX
SSCPX has 20.68% 1-year volatility. There are 70 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | SSCPX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | SSCPX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | SSCPX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | SSCPX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | SSCPX vs ETMGX |
Lowest Drawdown Alternatives to SSCPX
SSCPX has a 1-year max drawdown of -11.54%. There are 38 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | SSCPX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | SSCPX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | SSCPX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | SSCPX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | SSCPX vs RFIMX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Saratoga Large Capitalization Growth Portfolio | Large Cap Growth Equities | 14 | 2.15% | — | Sep 1994 | SSCPX vs SLCGX | |
| Saratoga Moderate Balanced Allocation Portfolio | Diversified Portfolio | 30 | 5.11% | — | Dec 2017 | SSCPX vs SBMIX | |
| Saratoga Mid Capitalization Portfolio | Mid Cap Blend Equities | 29 | 16.76% | — | Jun 2002 | SSCPX vs SPMAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 43 | 6.44% | — | Jul 1999 | SSCPX vs SHPAX | |
| Saratoga Technology & Communications Portfolio | Technology Equities | 18 | 8.34% | — | Oct 1997 | SSCPX vs STPAX | |
| Saratoga International Equity Portfolio | Foreign Large Cap Equities | 47 | 15.25% | — | Sep 1994 | SSCPX vs SIEPX | |
| Saratoga Municipal Bond Portfolio | Ultrashort Bond | 93 | 0.00% | — | Sep 1994 | SSCPX vs SMBPX | |
| Saratoga Aggressive Balanced Allocation Portfolio | Diversified Portfolio | 32 | 6.77% | — | Dec 2017 | SSCPX vs SABIX | |
| Saratoga Conservative Balanced Allocation Portfoli... | Diversified Portfolio | 31 | 3.38% | — | Dec 2017 | SSCPX vs LUNAX | |
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 6 | -1.27% | — | Sep 1994 | SSCPX vs SIBPX |
Often Compared With SSCPX
Investors most often compare SSCPX with AOFIX, ALSRX, FAMFX. These 20 comparison targets span 2 categories, 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.
Pair SSCPX with funds that move differently
Saratoga Small Capitalization Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSCPX.
Explore SSCPX Diversifiers