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Saratoga Health & Biotechnology Portfolio Fund Class Institutional (SBHIX)

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22.830 -0.100    -0.44%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Saratoga
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.87M
Saratoga Health Biotechnology Portfolio Fund Cla 22.830 -0.100 -0.44%

Saratoga Health & Biotechnology Portfolio Fund Class Institutional Overview

 
Find basic information about the Saratoga Health & Biotechnology Portfolio Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SBHIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8034317177)
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Rating
1-Year Change1.1%
Prev. Close22.93
Risk Rating
TTM Yield0%
ROE24.61%
IssuerSaratoga
Turnover17%
ROA7.20%
Inception DateJan 28, 2003
Total Assets5.87M
Expenses2.32%
Min. Investment250
Market Cap61.91B
CategoryHealth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1087 945 1129 1215 1385 1761
Fund Return 8.69% -5.48% 12.86% 6.69% 6.73% 5.82%
Place in category 101 108 149 24 100 92
% in Category 50 68 81 12 61 75

Top Equity Funds by Saratoga

  Name Rating Total Assets YTD% 3Y% 10Y%
  James Alpha Global Real Estate InvI 205.3M 6.29 -3.34 5.14
  James Alpha Global Real Estate InvA 38.06M 5.83 -3.71 4.69
  Saratoga Large Capitalization Growi 34.19M 30.50 10.12 15.15
  Saratoga Health Biotechnology A 4.56M 10.70 6.21 6.56
  Saratoga Large Capitalization Growa 2.74M 28.79 12.30 14.87

Top Funds for Health Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Health Care Adm 37.96B 5.49 5.82 7.98
  Fidelity Select Health Care 10.35B 13.38 2.97 9.10
  T. Rowe Price Health Sciences 7.86B 10.22 0.91 9.64
  Vanguard Health Care Inv 6.88B 5.45 5.77 7.93
  Fidelity Advisor Health Care A 6.23B 11.89 2.31 8.23

Top Holdings

Name ISIN Weight % Last Change %
  Amgen US0311621009 5.40 262.65 -0.20%
  United Therapeutics US91307C1027 4.90 359.96 -1.14%
  Tenet Healthcare US88033G4073 4.85 127.97 +0.02%
  Intuitive Surgical US46120E6023 4.77 534.88 -0.73%
  Regeneron Pharma US75886F1075 4.75 712.40 -0.60%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Strong Sell
Technical Indicators Strong Sell Strong Sell BUY
Summary Strong Sell Strong Sell Neutral
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