SFPIX : Saratoga Financial Service Portfolio Fund Class Institutional

SFPIX is a Sector Equity Market Financial Services with HIGH fees.

SFPIX

Saratoga Financial Service Portfolio Fund Class Institutional

FI Score

2 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

0 /10

Market Size

0 /10

  • sfpix
  • Mutual Fund
  • Sector Equity
  • Financial Services

Saratoga Financial Service Portfolio Fund Class Institutional

Expenses: 3.00% (Better than 0% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund will normally invest 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 total assets may be invested in U.S. and foreign securities outside of financial companies.

Largest Holdings

Amount Holding
11.27% Berkshire Hathaway Inc Class B
4.50% Bank of America Corp
4.32% JPMorgan Chase & Co
4.14% Citigroup Inc
3.85% Allstate Corp
3.72% Wells Fargo & Co
3.68% U.S. Bancorp
3.55% PNC Financial Services Group Inc
3.52% BlackRock Inc
3.14% American Express Co
2.99% MetLife Inc
2.64% Morgan Stanley
2.62% Kemper Corp
2.59% Bank of New York Mellon Corp
2.58% Ameriprise Financial Inc
2.45% Prosperity Bancshares Inc
2.35% S&P Global Inc
2.29% MSCI Inc
2.20% Aflac Inc
2.20% RenaissanceRe Holdings Ltd
2.19% Western Alliance Bancorp
2.08% Stifel Financial Corp
1.94% Popular Inc
1.89% Charles Schwab Corp
1.82% Synchrony Financial

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