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Saratoga Financial Service C (SFPCX)

7.27 Up 0.01(0.14%) Apr 17
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Prev Close:7.26
YTD Return*:-0.40%
Net Assets*:1.78M
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for SFPCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BRK.B6.745.33
WFC6.0110.29
C5.20-8.25
USB4.716.98
JPM4.644.39

Fund Basics

Morningstar Overall Rating:
Total Assets:1.78M
Category:Financial
Annual Report Expense Ratio (net):4.00%

Performance & Risk

YTD Return:-0.40%
5y Avg Return:12.57%
Rank in Category (ytd):88
% Rank in Category (ytd):92.63%
Beta (3y):1.08
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its total assets in U.S. and foreign equity securities issued by financial services companies, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, securities convertible into common stocks, preferred stocks and warrants. Up to 20% of the Portfolio's assets may be invested in U.S. and foreign securities outside of financial companies. Under adverse market conditions, it may also make temporary investments in investment grade debt securities. View More
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