Morningstar

Saratoga Health & Biotechnology Portfolio Fund Class Institutional SBHIX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 27.58  /  −0.22 %
  • Total Assets 11.2M
  • Adj. Expense Ratio
    2.600%
  • Expense Ratio 2.600%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Health
  • Investment Style Mid Value
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 22%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:47 AM GMT+0

Morningstar’s Analysis SBHIX

Will SBHIX outperform in the 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 SBHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SBHIX 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 SBHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Saratoga Health & Biotechnology I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SBHIX

More SBHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cardinal Health Inc

6.44 674,827
Healthcare

Jazz Pharmaceuticals PLC

6.19 648,219
Healthcare

United Therapeutics Corp

6.16 645,911
Healthcare

Amgen Inc

5.04 527,750
Healthcare

McKesson Corp

4.90 513,026
Healthcare

Lantheus Holdings Inc

4.64 486,570
Healthcare

Exelixis Inc

4.55 476,784
Healthcare

Novartis AG ADR

4.50 471,534
Healthcare

Cencora Inc

4.33 453,333
Healthcare

Gilead Sciences Inc

3.94 412,431
Healthcare

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