Saratoga Small Capitalization Portfolio
Shareclass
Saratoga Small Capitalization I (SSCPX)
Type
Open-end mutual fund
Manager
Gender equality score
38
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 947 out of 1,105 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Saratoga Small Capitalization Portfolio SSCPX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Sunrun Inc0.65% of assets$39,265 invested
- 2. LiveRamp Holdings Inc0.97% of assets$59,076 invested
- 3. Medpace Holdings Inc1.2% of assets$73,051 invested
- 4. Badger Meter Inc1.41% of assets$85,886 invested
- 5. Blackbaud Inc0.55% of assets$33,238 invested
- 6. New Jersey Resources Corp1.62% of assets$98,293 invested
- 7. Coeur Mining Inc0.55% of assets$33,422 invested
- 8. Hims & Hers Health Inc Ordinary Shares - Class A1.09% of assets$66,445 invested
- 9. Omnicell Inc0.54% of assets$32,902 invested
- 10. InterDigital Inc1.05% of assets$63,517 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. TG Therapeutics Inc0.21% of assets$12,780 invested
- 2. FTAI Aviation Ltd1.24% of assets$75,548 invested
- 3. IonQ Inc Class A1.17% of assets$71,008 invested
- 4. ADMA Biologics Inc1.51% of assets$91,761 invested
- 5. Vaxcyte Inc Ordinary Shares0.25% of assets$15,447 invested
- 6. Golar LNG Ltd0.54% of assets$32,763 invested
- 7. Janux Therapeutics Inc Ordinary Shares0.37% of assets$22,286 invested
- 8. Park National Corp1.16% of assets$70,575 invested
- 9. SSR Mining Inc0.98% of assets$59,308 invested
- 10. Qualys Inc0.71% of assets$42,849 invested
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Financial performance
Performance data provided by
Find more financial data on SSCPX at Morningstar.com
Find more financial data on SSCPX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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