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Nasdaq - Delayed Quote USD
Saratoga Financial Services I (SFPIX)
11.26
-0.69
(-5.77%)
At close: 8:02:12 PM EDT
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11.95 - YTD Return 5.08%
- Expense Ratio 3.88%
- Category Financial
- Last Cap Gain 40.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 1.53M
- Beta (5Y Monthly) 1.07
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 32.00%
- Last Dividend --
- Inception Date Aug 1, 2000
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.
Saratoga
Fund Family
Financial
Fund Category
1.53M
Net Assets
2000-08-01
Inception Date
Performance Overview: SFPIX
View MoreTrailing returns as of 4/2/2025. Category is Financial.
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SSCPX Saratoga Small Capitalization I
5.95
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SEPIX Saratoga Energy & Basic Materials I
12.67
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SBHIX Saratoga Health & Biotechnology I
23.43
-0.09%
STPIX Saratoga Technology & Communications Portfolio
23.02
-5.89%
SMIPX Saratoga Mid Capitalization I
12.54
-4.57%
SIEPX Saratoga International Equity I
12.13
-1.94%
SLCGX Saratoga Large Capitalization Growth I
25.15
-6.16%
SLCVX Saratoga Large Capitalization Value I
24.88
-4.60%
SFPCX Saratoga Financial Service C
8.86
-5.84%
SFPAX Saratoga Financial Service A
9.80
-5.77%
SFSLX 1919 Financial Services Fund
24.73
-5.14%
SBFAX 1919 Financial Services A
28.10
-5.13%
SIBPX Saratoga Investment Quality Bond I
9.47
+0.64%
RYKIX Rydex Banking Inv
90.51
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RYKCX Rydex Banking C
66.40
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RYFAX Rydex Financial Services H
79.97
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Holdings: SFPIX
View MoreSector Weightings
SectorSFPIX
Financial Services 95.14%
Technology 4.86%
Real Estate 0.00%
Consumer Cyclical 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Communication Services 0.00%
Utilities 0.00%
Industrials 0.00%
Energy 0.00%
Healthcare 0.00%
Recent News: SFPIX
View MoreResearch Reports: SFPIX
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CDSIX Calvert Short Duration Income Fund
15.86
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CPHUX Columbia Strategic Income Inst3
21.39
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21.47
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