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    Saratoga Energy & Basic Materials C (SEPCX)

    11.51 Up 0.14(1.23%) Jun 2
    Prev Close:11.51
    YTD Return*:12.71%
    Net Assets*:3.82M
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for SEPCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PXD5.2013.11
    KMI5.023.43
    HP4.9515.99
    SU.TO4.812.37
    EGN4.6112.15

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.82M
    Category:Natural Resources
    Annual Report Expense Ratio (net):3.61%

    Performance & Risk

    YTD Return:12.71%
    5y Avg Return:1.29%
    Rank in Category (ytd):2
    % Rank in Category (ytd):1.28%
    Beta (3y):1.20
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital. The fund will normally invest at least 80% of its total assets in equity securities issued by U.S. and foreign Energy and Basic Materials Companies, regardless of their stock market value (or "market capitalization"). It utilizes the Standard & Poor's classification system for purposes of determining whether a company is an Energy or Basic Materials Company. Standard & Poor's maintains a proprietary classification system similar to the North American Industry Classification System which classifies companies according to industry sectors and groups. View More
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