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Saratoga Health & Biotechnology C (SHPCX)

12.93 -0.07 (-0.54%)
As of 8:05 AM EDT. Market Open.

Fund Summary

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.

Saratoga Health & Biotechnology C

Omaha, Nebraska 68137
4020 South 147th Street, Suite #2

Fund Overview

Category Health
Fund Family Saratoga
Net Assets 12.35M
YTD Return 5.50%
Yield 0.00%
Morningstar Rating
Inception Date Jul 15, 1999

Fund Operations

Last Dividend --
Last Cap Gain 29.00
Holdings Turnover 58.00%
Average for Category --

Fees & Expenses

Expense SHPCX Category Average
Annual Report Expense Ratio (net) 2.75% 1.03%
Prospectus Net Expense Ratio 2.75% --
Prospectus Gross Expense Ratio 2.75% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.19%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Robert D. Stimpson, Lead Manager since January 18, 2019
Robert D. Stimpson, CFA, CMT. Mr. Stimpson is Co-Chief Investment Officer and a Portfolio Manager at Oak Associates, which he joined in 2001. Prior to joining Oak Associates in 2001, Mr. Stimpson earned an MBA from Emory University. Previously, Mr. Stimpson worked as an Equity Market Analyst for I.D.E.A., ltd and for Merrill Lynch as a Financial Consultant. He has been with the investment industry since 1997. In addition to the CFA designation, Mr. Stimpson holds the CMT charter from the Market Technicians Association.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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