Saratoga Financial Services I (SFPIX)
8.43 0.16(1.93%) Dec 18
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SFPIX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||3.00%|
Performance & Risk
|5y Avg Return:||8.51%|
|Rank in Category (ytd):||54|
|% Rank in Category (ytd):||60%|
|Morningstar Risk Rating:||3|
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. The fund is non-diversified. View More