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SHPAX Saratoga Health & Biotechnology A Forecast, Technical & Fundamental Analysis

Category Health
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amgen (NASDAQ:AMGN), Intuitive Surgical (NASDAQ:ISRG), Elevance Health (NYSE:ELV), Cigna Group (The) (NYSE:CI), Regeneron Pharmaceuticals (NASDAQ:REGN), McKesson Corp (NYSE:MCK).

Industry description

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.

Market Cap

The average market capitalization across the Saratoga Health & Biotechnology A MF is 97.62B. The market cap for tickers in the group ranges from 10.44B to 220.19B. TMO holds the highest valuation in this group at 220.19B. The lowest valued company is THC at 10.44B.

Volume

The average weekly volume growth across all stocks in the Saratoga Health & Biotechnology A MF was 53%. For the same stocks of the MF, the average monthly volume growth was 89% and the average quarterly volume growth was 109%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 52
P/E Growth Rating: 54
Price Growth Rating: 44
SMR Rating: 60
Profit Risk Rating: 17
Seasonality Score: 6 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category Health

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

Correlation & Price change

A.I.dvisor indicates that over the last year, SHPAX has been closely correlated with VHCIX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if SHPAX jumps, then VHCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SHPAX
1D Price
Change %
SHPAX100%
-2.42%
VHCIX - SHPAX
80%
Closely correlated
-2.17%
SHSAX - SHPAX
72%
Closely correlated
-2.37%
THISX - SHPAX
70%
Closely correlated
-3.21%
VGHCX - SHPAX
70%
Closely correlated
-2.83%
VGHAX - SHPAX
70%
Closely correlated
-2.83%
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