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Morningstar

Saratoga Mutual Funds

View all of Saratoga’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Saratoga Funds List

Share Class Type

1 to 25 of 48 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Saratoga Conservative Balanced Allc ILUNAXModerately Conservative Allocation3.23%311.590%HighInstitutional$2,500
Saratoga Aggressive Balanced Allc ISABIXModerately Aggressive Allocation7.14%552.090%HighInstitutional$2,500
Saratoga Conservative Balanced Allc ASCAAXModerately Conservative Allocation2.75%401.840%HighFront Load$2,500
Saratoga Large Capitalization Growth ASLGYXLarge Growth18.81%62.020%HighFront Load$2,500
Saratoga Large Capitalization Growth CSLGCXLarge Growth18.49%72.620%HighLevel Load$250
Saratoga Large Capitalization Growth ISLCGXLarge Growth18.96%61.620%HighInstitutional$250
Saratoga Moderate Balanced Allc ISBMIXModerate Allocation5.96%511.920%HighInstitutional$2,500
Saratoga Moderately Agrsv Bal Allc ISAMIXModerate Allocation6.40%351.960%HighInstitutional$2,500
Saratoga Aggressive Balanced Allc ASABAXModerately Aggressive Allocation7.09%582.340%HighFront Load$2,500
Saratoga Aggressive Balanced Allc CSABCXModerately Aggressive Allocation6.75%653.090%HighLevel Load$2,500
Saratoga Conservative Balanced Allc CSUMCXModerately Conservative Allocation2.69%572.590%HighLevel Load$2,500
Saratoga Financial Service ASFPAXFinancial9.04%523.590%HighFront Load$250
Saratoga Financial Service CSFPCXFinancial11.49%394.190%HighLevel Load$250
Saratoga Financial Services ISFPIXFinancial10.32%483.050%HighInstitutional$250
Saratoga Health & Biotechnology ASHPAXHealth4.11%482.750%HighFront Load$250
Saratoga Health & Biotechnology CSHPCXHealth3.49%513.350%HighLevel Load$250
Saratoga Health & Biotechnology ISBHIXHealth3.88%482.350%HighInstitutional$250
Saratoga Large Capitalization Value ISLCVXLarge Value4.56%971.660%HighInstitutional$250
Saratoga Mid Capitalization ASPMAXMid-Cap Blend9.14%382.100%HighFront Load$2,500
Saratoga Mid Capitalization ISMIPXMid-Cap Blend8.00%401.700%HighInstitutional$250
Saratoga Moderate Balanced Allc ASMPAXModerate Allocation4.89%562.170%HighFront Load$2,500
Saratoga Moderate Balanced Allc CSBMCXModerate Allocation5.50%642.920%HighLevel Load$2,500
Saratoga Moderately Agrsv Bal Allc ASAMAXModerate Allocation6.25%422.210%HighFront Load$2,500
Saratoga Moderately Agrsv Bal Allc CSAMCXModerate Allocation5.10%522.960%HighLevel Load$2,500
Saratoga Moderately Cnsrv Bal Allc ASMACXModerate Allocation5.68%592.040%HighFront Load$2,500

Saratoga Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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