Skip to Content

Saratoga Health & Biotechnology I SBHIX

Quantitative rating as of
  • NAV / 1-Day Return 23.21  /  0.73 %
  • Total Assets 12.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 2.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Health
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 23%

Morningstar’s Analysis SBHIX

Will SBHIX outperform in future?

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



Saratoga Health & Biotechnology I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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.

Unlock our full analysis with Morningstar Investor