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    Saratoga Health & Biotechnology I (SBHIX)

    33.78 Up 0.30(0.90%) Mar 30
    Prev Close:33.78
    YTD Return*:5.78%
    Net Assets*:24.68M
    Yield*:N/A

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for SBHIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MDT6.0610.89
    CAH6.051.14
    BCR5.600.71
    AMGN5.370.36
    AZN.L4.486.38

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:24.68M
    Category:Health
    Annual Report Expense Ratio (net):1.97%

    Performance & Risk

    YTD Return:5.78%
    5y Avg Return:18.86%
    Rank in Category (ytd):93
    % Rank in Category (ytd):72.66%
    Beta (3y):0.66
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks long-term capital growth. The fund will normally invest at least 80% of its total assets in equity securities of U.S. and foreign healthcare companies and biotechnology companies, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. The Adviser utilizes a top-down investment approach focused on long-term economic trends. The fund is non-diversified. View More
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