Saratoga Mid Capitalization Portfolio
Shareclass
Saratoga Mid Capitalization A (SPMAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Saratoga Mid Capitalization Portfolio
FUND COVERAGE
# of holdings59
% of assets97%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Alliant Energy Corp2.29%$239,980
- 2. Republic Services Inc2.91%$305,208
- 3. Vistra Corp0.48%$49,960
- 4. Nasdaq Inc1.55%$163,190
- 5. PVH Corp1.49%$156,650
- 6. Comerica Inc1.55%$162,392
- 7. CMS Energy Corp2.22%$232,600
- 8. Cushman & Wakefield PLC1.96%$205,846
- 9. Agilent Technologies Inc1.09%$114,873
- 10. GE Vernova Inc0.97%$101,458
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Talen Energy Corp Ordinary Shares New0.83%$87,203
- 2. Vertiv Holdings Co Class A0.75%$79,202
- 3. Blue Owl Capital Inc Ordinary Shares - Class A2.31%$242,184
- 4. Flowserve Corp1.65%$173,502
- 5. Nucor Corp1.61%$168,610
- 6. SharkNinja Inc1.09%$114,496
- 7. Arcosa Inc1.73%$181,797
- 8. SS&C Technologies Holdings Inc1.01%$105,624
- 9. Hexcel Corp1.52%$159,885
- 10. Herc Holdings Inc2.62%$275,318
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Saratoga Mid Capitalization Portfolio
Totals
Holdings
Assets
Weight
Prisons
1
$172,234
1.64%
Prisons high risk
1
$172,234
1.64%
Private prisons
0
$0
0%
Borders
1
$172,234
1.64%
Borders high risk
1
$172,234
1.64%
Total
1
$172,234
1.64%
Holdings — 1 flagged holdings
1.
Axon Enterprise Inc
:$172,234
1.64%
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 Mid Capitalization Portfolio SPMAX
Environment
Social
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