SHPAX : Saratoga Health & Biotechnology Portfolio Fund Class A

SHPAX is a Sector Equity Market Healthcare with HIGH fees.

SHPAX

Saratoga Health & Biotechnology Portfolio Fund Class A

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

  • shpax
  • Mutual Fund
  • Sector Equity
  • Healthcare

Saratoga Health & Biotechnology Portfolio Fund Class A

Expenses: 2.22% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term capital growth. 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.

Largest Holdings

Amount Holding
5.58% Gilead Sciences Inc
5.57% Amgen Inc
5.41% Novo Nordisk A/S ADR
5.32% Sanofi SA ADR
5.24% Biogen Inc
4.98% Cigna Corp
4.86% GlaxoSmithKline PLC ADR
4.52% McKesson Corp
4.29% Cardinal Health Inc
4.25% Charles River Laboratories International Inc
4.24% Pfizer Inc
4.10% Waters Corp
3.94% Merck & Co Inc
3.77% Novartis AG ADR
3.76% Medtronic PLC
3.75% Anthem Inc
3.25% UnitedHealth Group Inc
3.07% Stryker Corp
2.87% Alcon Inc
2.74% Illumina Inc
2.51% Bristol-Myers Squibb Company
2.46% Quest Diagnostics Inc
2.05% CVS Health Corp
2.00% Zimmer Biomet Holdings Inc
1.67% Johnson & Johnson

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