Nasdaq - Delayed Quote USD

Saratoga Technology & Communications Portfolio (STPAX)

21.40
-0.29
(-1.34%)
At close: June 13 at 8:02:14 PM EDT
Loading Chart for STPAX
  • Previous Close 21.69
  • YTD Return -0.38%
  • Expense Ratio 2.62%
  • Category Technology
  • Last Cap Gain 84.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 39.5M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend --
  • Inception Date Jan 7, 2003

The fund will normally invest at least 80% of its total assets in equity securities issued by technology and communications companies, both domestic and foreign, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. The fund may invest up to 25% of its total assets in foreign companies.

Saratoga

Fund Family

Technology

Fund Category

39.5M

Net Assets

2003-01-07

Inception Date

Performance Overview: STPAX

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Trailing returns as of 6/9/2025. Category is Technology.

YTD Return

STPAX
0.38%
Category
12.31%
 

1-Year Return

STPAX
9.79%
Category
53.90%
 

3-Year Return

STPAX
14.49%
Category
27.50%
 

5-Year Return

STPAX
10.86%
Category
28.80%
 

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Holdings: STPAX

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Sector Weightings

SectorSTPAX
Technology   61.75%
Industrials   3.22%
Healthcare   1.87%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: STPAX

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Research Reports: STPAX

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