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Saratoga Health & Biotechnology A

SHPAX
29.70
-0.45
-1.49%
8/24/2016
5 Years
  • Previous Close

    30.15

  • Net Assets

    7.81M

  • Yield

    0.00%

  • Front load

    5.75

  • Expenses

    2.22%

  • Category

    Health

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★
Profile

Name of Issuer

Saratoga

Fund Style

Open

Fund Manager

Mark Oelschlager

Investment Style

Large Growth

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.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

7/15/1999

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