Nasdaq - Delayed Quote USD
Saratoga Financial Services I (SFPIX)
11.17
+0.80
+(7.71%)
At close: 8:02:12 PM EDT
Investment Information
- Min Initial Investment
- 250
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mutual Of Omaha Investor Services Inc
- UBS Financial Services Inc
- Protected Investors of America
- E TRADE Financial
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Vanguard
- T. Rowe Price
- CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Ameriprise Brokerage
- RBC Wealth Management-Advisory Eligible
- Mony Securities Corp
- Vanguard NTF
- ETrade No Load Fee
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- CommonWealth Universe
- Robert W. Baird & Co.
- JPMorgan INVEST
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- WR Hambrecht Co LLC
- Sterne, Agee & Leach, Inc.,
- Firstrade
- Scottrade TF
- TIAA-CREF Brokerage Services
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Mid Atlantic Capital Group
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- Vanguard Load
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Financial |
| Fund Family | Saratoga |
| Net Assets | 1.4M |
| YTD Return | 0.08% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2000 |
Performance & Risk
| YTD Return | -12.19% |
| 5y Average Return | 13.25% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
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