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SFPIX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Saratoga Financial Services I (SFPIX) Ownership - Who owns Saratoga Financial Services I?

The investment seeks long-term growth of capital... Show more

Category: #Financial

Profile

Category
Financial
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com

Details

Group
Domestic Stock Funds
Category
Financial
Total Expense Ratio
3.88
Min. Initial Investment
250.00
Fund Existence
over 22 years
Turnover
32.00
Front Load
N/A
Net Assets
1059590.00
Manager Tenure
N/A

Fundamentals

SFPIX
Net Assets
1.06M
Fund Existence
over 22 years
Turnover
32.00
Total Expense Ratio
3.88
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250
Min. Initial Investment IRA
N/A
Morningstar Category
Financial
Administrative Fee
N/A
Annual Report Gross Expense Ratio
3.88
Assets in Top Ten Holdings
539K
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
1.02M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.25
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
52.00
Number of Net Holdings
53.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
44.49%
Gain YTD
5.843
Annual Yield % from dividends
0.00
Returns for 1 year
17.26
Returns for 3 years
28.07
Returns for 5 years
58.23
Returns for 10 years
34.99
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These past five trading days, the mutual fund lost 0.00%.
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published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com