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 I | LUNAX | Moderately Conservative Allocation | 2.66% | 25 | 1.590% | High | Institutional | $2,500 | ||
Saratoga Aggressive Balanced Allc I | SABIX | Moderately Aggressive Allocation | 5.38% | 40 | 2.090% | High | Institutional | $2,500 | ||
Saratoga Conservative Balanced Allc A | SCAAX | Moderately Conservative Allocation | 2.66% | 30 | 1.840% | High | Front Load | $2,500 | ||
Saratoga Large Capitalization Growth A | SLGYX | Large Growth | 15.21% | 10 | 2.020% | High | Front Load | $2,500 | ||
Saratoga Large Capitalization Growth C | SLGCX | Large Growth | 14.96% | 12 | 2.620% | High | Level Load | $250 | ||
Saratoga Large Capitalization Growth I | SLCGX | Large Growth | 15.35% | 10 | 1.620% | High | Institutional | $250 | ||
Saratoga Moderate Balanced Allc I | SBMIX | Moderate Allocation | 4.52% | 40 | 1.920% | High | Institutional | $2,500 | ||
Saratoga Moderately Agrsv Bal Allc I | SAMIX | Moderate Allocation | 4.94% | 28 | 1.960% | High | Institutional | $2,500 | ||
Saratoga Aggressive Balanced Allc A | SABAX | Moderately Aggressive Allocation | 5.32% | 42 | 2.340% | High | Front Load | $2,500 | ||
Saratoga Aggressive Balanced Allc C | SABCX | Moderately Aggressive Allocation | 5.06% | 52 | 3.090% | High | Level Load | $2,500 | ||
Saratoga Conservative Balanced Allc C | SUMCX | Moderately Conservative Allocation | 2.21% | 41 | 2.590% | High | Level Load | $2,500 | ||
Saratoga Financial Service A | SFPAX | Financial | 6.60% | 49 | 3.590% | High | Front Load | $250 | ||
Saratoga Financial Service C | SFPCX | Financial | 9.25% | 31 | 4.190% | High | Level Load | $250 | ||
Saratoga Financial Services I | SFPIX | Financial | 8.27% | 42 | 3.050% | High | Institutional | $250 | ||
Saratoga Health & Biotechnology A | SHPAX | Health | 3.00% | 57 | 2.750% | High | Front Load | $250 | ||
Saratoga Health & Biotechnology C | SHPCX | Health | 1.63% | 59 | 3.350% | High | Level Load | $250 | ||
Saratoga Health & Biotechnology I | SBHIX | Health | 3.13% | 56 | 2.350% | High | Institutional | $250 | ||
Saratoga Large Capitalization Value I | SLCVX | Large Value | 3.03% | 91 | 1.660% | High | Institutional | $250 | ||
Saratoga Mid Capitalization A | SPMAX | Mid-Cap Blend | 5.59% | 34 | 2.100% | High | Front Load | $2,500 | ||
Saratoga Mid Capitalization I | SMIPX | Mid-Cap Blend | 7.02% | 33 | 1.700% | High | Institutional | $250 | ||
Saratoga Moderate Balanced Allc A | SMPAX | Moderate Allocation | 4.17% | 45 | 2.170% | High | Front Load | $2,500 | ||
Saratoga Moderate Balanced Allc C | SBMCX | Moderate Allocation | 4.04% | 56 | 2.920% | High | Level Load | $2,500 | ||
Saratoga Moderately Agrsv Bal Allc A | SAMAX | Moderate Allocation | 4.69% | 30 | 2.210% | High | Front Load | $2,500 | ||
Saratoga Moderately Agrsv Bal Allc C | SAMCX | Moderate Allocation | 4.36% | 40 | 2.960% | High | Level Load | $2,500 | ||
Saratoga Moderately Cnsrv Bal Allc A | SMACX | Moderate Allocation | 4.31% | 47 | 2.040% | High | Front 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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank