Saratoga Health & Biotechnology B
1101 Stewart Ave Mineola, NY 11501-4803
Map
Phone: 800-807-3863
| Category: | Health | | Fund Family: | Saratoga | | Net Assets: | 480.00K | | Year-to-Date Return: | 23.56% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-99 |
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Mark W. Oelschlager
Lead Manager since
28-Nov-05 | | | Oelschlager has served as an Equity Research Analyst for the Adviser since 2000, prior to joining the Adviser, he worked as an Equity Securities Analyst for the State Teachers Retirement System of Ohio from 1996 to 2000. He has more than 13 years of investment experience. Oelschlager holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests at least 80% of total assets in equity securities of U.S. and foreign healthcare companies and biotechnology companies, regardless of their stock market value (or market capitalization), including common stocks, preferred stocks, securities convertible into common stocks and warrants. The fund is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(17-Nov-00):
| 0.51 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 109.30% |
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| Expense | SHPBX | Category
Avg | | Total Expense Ratio: | 3.30%
| 1.67% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | 5.00%
| 2.88% | | 3 Yr Expense Projection*: |
$ 1,315 | $716 | | 5 Yr Expense Projection*: |
$ 1,922 | $1,069 | | 10 Yr Expense Projection*: |
$ 3,367 | $2,090 |
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1.99% Nasdaq 
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