Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Saratoga Health & Biotechnology A (SHPAX)

18.26
-0.50
(-2.67%)
At close: 8:02:13 PM EDT
Loading Chart for SHPAX
  • Previous Close 18.76
  • YTD Return 3.51%
  • Expense Ratio 2.72%
  • Category Health
  • Last Cap Gain 39.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 10.53M
  • Beta (5Y Monthly) 0.63
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend --
  • Inception Date Jan 18, 2000

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.

Saratoga

Fund Family

Health

Fund Category

10.53M

Net Assets

2000-01-18

Inception Date

Performance Overview: SHPAX

View More

Trailing returns as of 4/8/2025. Category is Health.

YTD Return

SHPAX
3.51%
Category
7.95%
 

1-Year Return

SHPAX
1.75%
Category
30.16%
 

3-Year Return

SHPAX
1.92%
Category
16.10%
 

5-Year Return

SHPAX
7.82%
Category
15.71%
 

People Also Watch

Holdings: SHPAX

View More

Sector Weightings

SectorSHPAX
Healthcare   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%

Recent News: SHPAX

View More

Research Reports: SHPAX

View More

Top Mutual Funds