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Morningstar

Saratoga Financial Service C SFPCX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 8.14  /  +0.49 %
  • Total Assets 1.2 Mil
  • Adj. Expense Ratio
    4.190%
  • Expense Ratio 4.190%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Financial
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield —
  • Turnover 45%

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:27 PM GMT+0

Morningstar’s Analysis SFPCX

Will SFPCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFPCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SFPCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SFPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Saratoga Financial Service C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SFPCX

More SFPCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Chubb Ltd

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Wells Fargo & Co

3.31 40,978
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3.25 40,259
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Aflac Inc

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Ameriprise Financial Inc

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