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SPMAX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$10.94
Change
-$0.21 (-1.88%)
Net Assets
10.51M

SPMAX Saratoga Mid Capitalization A Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Marvell Technology (NASDAQ:MRVL), IQVIA Holdings (NYSE:IQV), Diamondback Energy (NASDAQ:FANG), MongoDB (NASDAQ:MDB).

Industry description

The investment seeks long-term capital appreciation. The Portfolio will normally invest at least 80% of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap® Index at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. It invests in securities of companies that are believed by the Adviser to be undervalued, thereby offering above-average potential for capital appreciation.

Market Cap

The average market capitalization across the Saratoga Mid Capitalization A MF is 36.32B. The market cap for tickers in the group ranges from 1.95B to 92.78B. DASH holds the highest valuation in this group at 92.78B. The lowest valued company is CSTM at 1.95B.

Volume

The average weekly volume growth across all stocks in the Saratoga Mid Capitalization A MF was -14%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 70
P/E Growth Rating: 72
Price Growth Rating: 50
SMR Rating: 56
Profit Risk Rating: 52
Seasonality Score: -15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com
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SPMAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SPMAX has been closely correlated with FSMAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPMAX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPMAX
1D Price
Change %
SPMAX100%
-1.88%
FSMAX - SPMAX
94%
Closely correlated
-1.70%
VIMSX - SPMAX
76%
Closely correlated
-1.15%
VIMAX - SPMAX
76%
Closely correlated
-1.15%
VMCIX - SPMAX
76%
Closely correlated
-1.15%
VMCPX - SPMAX
76%
Closely correlated
-1.15%
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