Saratoga International Equity I
1101 Stewart Ave Mineola, NY 11501-4803
Map
Phone: 800-807-3863
| Category: | Foreign Large Blend | | Fund Family: | Saratoga | | Net Assets: | 6.72M | | Year-to-Date Return: | 26.02% | | Yield: | 1.71% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Sep-94 |
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Eugene Wu
Lead Manager since
02-Nov-09 | | | Wu joined DePrince, Race & Zollo, Inc. in 2008. Wu is co-portfolio manager of International Investments for the firm and oversees the portfolio management, research and trading functions as they relate to the firm?s international value discipline. Prior to joining DePrince, Race & Zollo, Inc., he was employed at Lazard Asset Management as a vice president, portfolio manager/research analyst in the Global and Emerging Market groups. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in the equity securities of companies located outside of the United States, consisting of common stock and other securities such as depositary receipts. It invests at least 65% of assets in securities of issuers located in at least three foreign countries (generally in excess of three), which may include countries with developing and emerging economies. |
| Last Dividend
(23-Dec-08):
| 0.17 | | Last Cap Gain
(15-Dec-00):
| 1.25 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 95.57% |
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| Expense | SIEPX | Category
Avg | | Total Expense Ratio: | %
| 1.39% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.38% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $702 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,070 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,132 |
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