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 59. There are 41 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | SSCPX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | SSCPX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | SSCPX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | SSCPX vs NEAGX | |
| Oberweis Micro Cap Fund | 91 | — | Dec 1995 | SSCPX vs OBMCX |
Top Performing SSCPX Alternatives (YTD)
SSCPX is at 25.84% YTD. There are 29 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 84.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 84.62% | — | Dec 2016 | SSCPX vs NESIX | |
| Needham Small Cap Growth Fund | 84.13% | — | May 2002 | SSCPX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 62.37% | — | Dec 2016 | SSCPX vs NEAIX | |
| Needham Aggressive Growth Fund | 62.08% | — | Sep 2001 | SSCPX vs NEAGX | |
| Oberweis Micro Cap Fund | 50.06% | — | Dec 1995 | SSCPX vs OBMCX |
Lowest Volatility Alternatives to SSCPX
SSCPX has 20.23% 1-year volatility. There are 63 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.45% | — | Nov 1995 | SSCPX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.35% | — | Jul 2011 | SSCPX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.24% | — | Jan 1997 | SSCPX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.29% | — | Sep 1988 | SSCPX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | SSCPX vs NBGIX |
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.
Often Compared With SSCPX
Investors most often compare SSCPX with ALSRX, AOFIX, 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