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Saratoga Health & Biotechnology I (SBHIX)

29.46 Up 0.06(0.20%) Apr 17
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Prev Close:29.40
YTD Return*:7.23%
Net Assets*:21.46M
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for SBHIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CAH5.884.82
BCR5.3511.59
AMGN4.9511.04
AZN.L4.8313.32
MCK4.719.22

Fund Basics

Morningstar Overall Rating:
Total Assets:21.46M
Category:Health
Annual Report Expense Ratio (net):2.20%

Performance & Risk

YTD Return:7.23%
5y Avg Return:23.48%
Rank in Category (ytd):21
% Rank in Category (ytd):16.03%
Beta (3y):0.65
Morningstar Risk Rating:1

Fund Summary

The investment seeks long-term capital growth. The fund invests 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. Under adverse market conditions, it may also make temporary investments in investment grade debt securities. Such investment strategies could result in the Portfolio not achieving its investment objective. The fund is non-diversified. View More
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